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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Heritage Family Offices's SYK Position: Q1 2026 in Review

Heritage Family Offices reduced its Stryker (SYK) stake by 29% in Q1 2026, selling an estimated $341K and leaving 2,326 shares worth $764K. The position accounts for 0.34% of the portfolio, ranked #72.

Heritage Family Offices first reported a position in SYK in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q1 2025. 2,295 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Heritage Family Offices held 2,326 shares of Stryker worth $764K as of Q1 2026.
  • Heritage Family Offices sold 949 Stryker shares in Q1 2026, an estimated $341K.
  • Stryker made up 0.34% of Heritage Family Offices's portfolio in Q1 2026, its #72 holding.
  • Heritage Family Offices first reported a position in Stryker in Q2 2024 and has held it in 8 quarters since.
  • Heritage Family Offices's Stryker position peaked at $2.27M in Q1 2025.
  • 2,295 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.