Position in SYK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$342,231
+$113,193 QoQ
Shares Held
1,087
+71.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,679
of 2,252 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,788,133 across 8 Medical Devices names. SYK ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
15,838 | $1,239,006 | |
| 2 | ABT |
Abbott Laboratories
|
7,481 | $678,825 | |
| 3 | UFPT |
Ufp Technologies Inc
|
1,386 | $367,470 | |
| 4 | EW |
Edwards Lifesciences Corp
|
3,832 | $346,642 | |
| 5 | SYK |
Stryker Corp
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|
1,087 | $342,231 | |
| 6 | PHG |
Koninklijke Philips NV
|
11,397 | $309,884 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,290 | $283,236 | |
| 8 | IRMD |
Iradimed Corp
|
2,311 | $220,839 |
All Filings in SYK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,231 | 1,087 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $229,038 | 634 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $223,884 | 658 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $233,331 | 652 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $212,330 | 777 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $232,173 | 761 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $221,524 | 776 | Shares | Defined | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||