Position in SYK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,927,560
-$193,843 QoQ
Shares Held
15,651
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#667
of 2,258 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Capital Wealth Planning, LLC holds $5,167,256 across 2 Medical Devices names. SYK ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
This page
|
15,651 | $4,927,560 | |
| 2 | MDT |
Medtronic plc
|
3,064 | $239,696 |
All Filings in SYK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,927,560 | 15,651 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,121,403 | 15,586 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,460,437 | 15,536 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,610,481 | 15,177 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,045,622 | 15,281 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,709,942 | 15,339 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,536,128 | 15,376 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,451,413 | 15,090 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,185,069 | 15,239 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,693,711 | 15,910 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,191,944 | 10,659 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,163,478 | 7,917 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $259,326 | 850 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $234,656 | 822 | Shares | Sole | 2023-05-04 | |
| 2022-03-31 | $213,880 | 800 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $213,936 | 800 | Shares | Sole | 2022-02-04 | |
| 2021-06-30 | $218,952 | 843 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $205,825 | 845 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||