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Heritage Family Offices’s Stryker SYK Stock Holding History

Heritage Family Offices’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 		$562K Sell
1,785
-541
-23% -$170K 0.22% 90
2026
Q1 		$764K Sell
2,326
-949
-29% -$341K 0.34% 72
2025
Q4 		$1.15M Sell
3,275
-2,795
-46% -$1.02M 0.52% 45
2025
Q3 		$2.24M Sell
6,070
-31
-0.5% -$12K 1.04% 20
2025
Q2 		$2.22M Hold
6,101
– – 1.12% 16
2025
Q1 		$2.27M Buy
6,101
+74
+1% +$28.2K 1.16% 15
2024
Q4 		$2.17M Buy
6,027
+429
+8% +$159K 1.08% 17
2024
Q3 		$2.02M Sell
5,598
-22
-0.4% -$7.59K 1.04% 22
2024
Q2 		$1.91M Buy
+5,620
New +$1.9M 1.06% 18

Other funds holding SYK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Family Offices's SYK Position: Q2 2026 in Review

Heritage Family Offices reduced its Stryker (SYK) stake by 23% in Q2 2026, selling an estimated $170K and leaving 1,785 shares worth $562K. The position accounts for 0.22% of the portfolio, ranked #90.

Heritage Family Offices first reported a position in SYK in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.27M in Q1 2025. 2,263 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Heritage Family Offices held 1,785 shares of Stryker worth $562K as of Q2 2026.
  • Heritage Family Offices sold 541 Stryker shares in Q2 2026, an estimated $170K.
  • Stryker made up 0.22% of Heritage Family Offices's portfolio in Q2 2026, its #90 holding.
  • Heritage Family Offices first reported a position in Stryker in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's Stryker position peaked at $2.27M in Q1 2025.
  • 2,263 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.