Position in SYK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$399,565
+$179,575 QoQ
Shares Held
1,216
+99.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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 Mar 31, 2026Optimize Financial Inc holds $2,496,200 across 6 Medical Devices names. SYK ranks #5 (16.0% of the industry book) .
All Filings in SYK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $399,565 | 1,216 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $219,990 | 611 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||