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Heritage Financial Services’s Stryker SYK Stock Holding History

Heritage Financial Services’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
2025
Q4 		– Sell
-578
Closed -$214K – 137
2025
Q3 		$214K Buy
+578
New +$223K 0.02% 125
2022
Q3 		– Sell
-764
Closed -$152K – 419
2022
Q2 		$152K Hold
764
– – 0.08% 84
2022
Q1 		$204K Sell
764
-229
-23% -$59.3K 0.13% 79
2021
Q4 		$265K Buy
+993
New +$261K 0.21% 66

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Financial Services's SYK Position: Q4 2025 in Review

Heritage Financial Services sold out of Stryker (SYK) in Q4 2025, closing a stake of 578 shares — an estimated $214K sold.

Heritage Financial Services first reported a position in SYK in Q4 2021 and held it in 4 quarters. The position peaked at $265K in Q4 2021. 2,325 funds tracked by Wall St. Rank hold SYK as of Q4 2025.

  • Heritage Financial Services reported no remaining Stryker position as of Q4 2025 after selling out during the quarter.
  • Heritage Financial Services sold 578 Stryker shares in Q4 2025, an estimated $214K.
  • Heritage Financial Services first reported a position in Stryker in Q4 2021 and held it in 4 quarters.
  • Heritage Financial Services's Stryker position peaked at $265K in Q4 2021.
  • 2,325 funds tracked by Wall St. Rank held Stryker as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.