HWA
SYK icon

Heritage Wealth Advisors’s Stryker SYK Stock Holding History

Heritage 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
Q1 		$158K Buy
+481
New +$173K 0.01% 220
2025
Q1 		– Sell
-26
Closed -$9.36K – 643
2024
Q4 		$9.36K Buy
26
+5
+24% +$1.85K ﹤0.01% 446
2024
Q3 		$7.59K Sell
21
-129
-86% -$44.5K ﹤0.01% 455
2024
Q2 		$51K Hold
150
– – ﹤0.01% 306
2024
Q1 		$53.7K Hold
150
– – ﹤0.01% 318
2023
Q4 		$44.9K Hold
150
– – ﹤0.01% 345
2023
Q3 		$41K Hold
150
– – ﹤0.01% 317
2023
Q2 		$45.8K Hold
150
– – ﹤0.01% 332
2023
Q1 		$42.8K Buy
+150
New +$39.8K ﹤0.01% 337
2020
Q2 		– Sell
-175
Closed -$29.1K – 450
2020
Q1 		$29.1K Sell
175
-7
-4% -$1.37K 0.01% 287
2019
Q4 		$38.2K Buy
182
+7
+4% +$1.45K 0.01% 322
2019
Q3 		$37K Hold
175
– – 0.01% 304
2019
Q2 		$36K Hold
175
– – 0.01% 291
2019
Q1 		$34.6K Hold
175
– – 0.01% 257
2018
Q4 		$27K Hold
175
– – 0.01% 238
2018
Q3 		$31K Buy
+175
New +$29.9K 0.01% 235

Other funds holding SYK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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