Position in SYK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,132,649
+$77,185 QoQ
Shares Held
3,447
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
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 Mar 31, 2026Rothschild Wealth LLC holds $7,177,513 across 11 Medical Devices names. SYK ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
28,194 | $2,894,677 | |
| 2 | SYK |
Stryker Corp
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|
3,447 | $1,132,649 | |
| 3 | CATX |
Perspective Therapeutics, Inc.
|
164,821 | $687,303 | |
| 4 | EW |
Edwards Lifesciences Corp
|
7,185 | $575,374 | |
| 5 | MASI |
Masimo Corp
|
2,250 | $400,207 | |
| 6 | MDT |
Medtronic plc
|
4,543 | $393,650 | |
| 7 | VMD |
Viemed Healthcare, Inc.
|
32,285 | $297,344 | |
| 8 | BSX |
Boston Scientific Corp
|
3,592 | $225,398 |
All Filings in SYK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,132,649 | 3,447 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,055,464 | 3,003 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $533,064 | 1,442 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $574,454 | 1,452 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $521,894 | 1,402 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $484,987 | 1,347 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $486,978 | 1,348 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $452,192 | 1,329 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $470,599 | 1,315 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $387,159 | 1,269 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $374,536 | 1,312 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||