Heritage Family Offices, LLP
Family OfficePosition in SYK — Stryker Corp
CIK 2019316
SCOTTSDALE, AZ
Position in SYK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$561,989
-$202,311 QoQ
Shares Held
1,785
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,447
of 2,253 holders
Holding Since
Jun 2024
9 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, 2026Heritage Family Offices, LLP holds $881,167 across 2 Medical Devices names. SYK ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
This page
|
1,785 | $561,989 | |
| 2 | MDT |
Medtronic plc
|
4,080 | $319,178 |
All Filings in SYK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,989 | 1,785 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $764,300 | 2,326 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,151,064 | 3,275 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,243,896 | 6,070 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,413,738 | 6,101 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,271,097 | 6,101 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,170,021 | 6,027 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,022,333 | 5,598 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,912,205 | 5,620 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||