Position in SYK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,201,114
+$345,466 QoQ
Shares Held
3,815
+46.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,117
of 2,252 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $4,005,301 across 5 Medical Devices names. SYK ranks #1 (30.0% of the industry book) .
All Filings in SYK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,114 | 3,815 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $855,648 | 2,604 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $945,102 | 2,689 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $978,516 | 2,647 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,043,671 | 2,638 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $228,561 | 614 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||