Position in SYK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$265,410
+$22,545 QoQ
Shares Held
843
+22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,790
of 2,252 holders
Holding Since
Dec 2023
10 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, 2026Phillips Wealth Planners LLC holds $2,880,432 across 6 Medical Devices names. SYK ranks #4 (9.2% of the industry book) .
All Filings in SYK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,410 | 843 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $242,865 | 691 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $291,299 | 788 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $283,271 | 716 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $265,042 | 712 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $257,075 | 714 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $253,243 | 701 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $220,141 | 647 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $244,783 | 684 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $206,627 | 690 | Shares | Defined | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||