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 Q3	$233K	Buy	845 +42	+5%	+$13.2K	0.02%	211
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

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

Heartwood Wealth Advisors's SYK Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Stryker (SYK) stake by 5.2% in Q3 2026, buying an estimated $13.2K and bringing the position to 845 shares worth $233K. 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 13 quarters since. The position peaked at $318K in Q2 2025. 108 funds tracked by Wall St. Rank hold SYK as of Q3 2026.

Heartwood Wealth Advisors held 845 shares of Stryker worth $233K as of Q3 2026.
Heartwood Wealth Advisors bought 42 Stryker shares in Q3 2026, an estimated $13.2K.
Stryker made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #211 holding.
Heartwood Wealth Advisors first reported a position in Stryker in Q2 2023 and has held it in 13 quarters since.
Heartwood Wealth Advisors's Stryker position peaked at $318K in Q2 2025.
108 funds tracked by Wall St. Rank held Stryker as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.