Position in SYK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,732,563
+$401,447 QoQ
Shares Held
5,503
+35.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#997
of 2,252 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $9,171,008 across 7 Medical Devices names. SYK ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
58,399 | $5,299,121 | |
| 2 | SYK |
Stryker Corp
This page
|
5,503 | $1,732,563 | |
| 3 | MDT |
Medtronic plc
|
14,033 | $1,097,798 | |
| 4 | EW |
Edwards Lifesciences Corp
|
4,253 | $384,725 | |
| 5 | BSX |
Boston Scientific Corp
|
5,874 | $250,701 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
3,436 | $219,936 | |
| 7 | NEOG |
Neogen Corp
|
20,708 | $186,164 |
All Filings in SYK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,732,563 | 5,503 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,331,116 | 4,051 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,140,870 | 3,246 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,189,966 | 3,219 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,308,347 | 3,307 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,160,301 | 3,117 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,007,417 | 2,798 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $345,362 | 956 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $316,431 | 930 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||