Heartwood Wealth Advisors’s Stryker SYK Stock Holding History

Heartwood Wealth Advisors’s Portfolio SYK Stock Details SYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Hold	803	–	–	0.02%	211
2026 Q1	$264K	Hold	803	–	–	0.02%	192
2025 Q4	$282K	Hold	803	–	–	0.03%	165
2025 Q3	$297K	Hold	803	–	–	0.03%	163
2025 Q2	$318K	Buy	803 +160	+25%	+$59.9K	0.03%	145
2025 Q1	$239K	Sell	643 -25	-4%	-$9.51K	0.03%	162
2024 Q4	$241K	Hold	668	–	–	0.03%	151
2024 Q3	$241K	Hold	668	–	–	0.03%	154
2024 Q2	$227K	Hold	668	–	–	0.03%	160
2024 Q1	$239K	Hold	668	–	–	0.03%	140
2023 Q4	$200K	Buy	+668	New	+$187K	0.03%	147
2023 Q3	–	Sell	-668	Closed	-$204K	–	145
2023 Q2	$204K	Buy	+668	New	+$193K	0.03%	136

Other funds holding SYK

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Heartwood Wealth Advisors's SYK Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Stryker (SYK) position steady in Q2 2026 at 803 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #211.

Heartwood Wealth Advisors first reported a position in SYK in Q2 2023 and has held it in 12 quarters since. The position peaked at $318K in Q2 2025. 788 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Heartwood Wealth Advisors held 803 shares of Stryker worth $253K as of Q2 2026.
Heartwood Wealth Advisors left its Stryker share count unchanged in Q2 2026.
Stryker made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #211 holding.
Heartwood Wealth Advisors first reported a position in Stryker in Q2 2023 and has held it in 12 quarters since.
Heartwood Wealth Advisors's Stryker position peaked at $318K in Q2 2025.
788 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.