Position in SYK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,609,504
-$482,554 QoQ
Shares Held
17,817
-3.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#624
of 2,252 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Derivatives in SYK
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$251,872
PutShares
800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $43,109,610 across 18 Medical Devices names. SYK ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
182,055 | $16,519,670 | |
| 2 | MDT |
Medtronic plc
|
98,948 | $7,740,702 | |
| 3 | SYK |
Stryker Corp
This page
|
17,817 | $5,609,504 | |
| 4 | EW |
Edwards Lifesciences Corp
|
28,155 | $2,546,901 | |
| 5 | BSX |
Boston Scientific Corp
|
58,212 | $2,484,488 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
18,538 | $1,595,936 | |
| 7 | GMED |
Globus Medical Inc
|
15,185 | $1,199,766 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
15,062 | $1,000,418 |
All Filings in SYK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,872 | 800 | Put | Sole | 2026-07-29 | |
| 2026-06-30 | $5,609,504 | 17,817 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $262,872 | 800 | Put | Sole | 2026-04-27 | |
| 2026-03-31 | $6,092,058 | 18,540 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $281,176 | 800 | Put | Sole | 2026-01-28 | |
| 2025-12-31 | $5,178,207 | 14,733 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $295,736 | 800 | Put | Sole | 2025-10-23 | |
| 2025-09-30 | $5,340,252 | 14,446 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $316,504 | 800 | Put | Sole | 2025-07-17 | |
| 2025-06-30 | $5,814,178 | 14,696 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,201,685 | 16,660 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $297,800 | 800 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $3,411,833 | 9,476 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,343,461 | 9,255 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,976,507 | 8,748 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,824,310 | 7,892 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,106,701 | 7,035 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,894,034 | 6,931 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,838,777 | 6,027 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,632,317 | 5,718 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,312,911 | 5,370 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $956,191 | 4,721 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $873,103 | 4,389 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,044,536 | 3,907 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $912,437 | 3,412 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||