Position in SYK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,667
-$152,384 QoQ
Shares Held
18
-96.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,205
of 2,258 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $917,964 across 9 Medical Devices names. SYK ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
6,756 | $613,039 | |
| 2 | DXCM |
Dexcom Inc
|
1,860 | $125,271 | |
| 3 | EW |
Edwards Lifesciences Corp
|
818 | $73,996 | |
| 4 | MDT |
Medtronic plc
|
652 | $51,005 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
514 | $32,901 | |
| 6 | BSX |
Boston Scientific Corp
|
295 | $12,590 | |
| 7 | SYK |
Stryker Corp
This page
|
18 | $5,667 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
40 | $3,443 |
All Filings in SYK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,667 | 18 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $158,051 | 481 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $9,361 | 26 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,586 | 21 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $51,037 | 150 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $53,680 | 150 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $44,919 | 150 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $40,990 | 150 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $45,763 | 150 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $42,820 | 150 | Shares | Sole | 2023-05-04 | |
| 2020-03-31 | $29,135 | 175 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||