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 Q2	$5.67K	Sell	18 -463	-96%	-$146K	﹤0.01%	561
2026 Q1	$158K	Buy	+481	New	+$173K	0.01%	220
2025 Q1	–	Sell	-26	Closed	-$9.36K	–	642
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Advisors's SYK Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Stryker (SYK) stake by 96% in Q2 2026, selling an estimated $146K and leaving 18 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Heritage Wealth Advisors first reported a position in SYK in Q3 2018 and has held it in 17 quarters since. The position peaked at $158K in Q1 2026. 2,259 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Heritage Wealth Advisors held 18 shares of Stryker worth $5.67K as of Q2 2026.
Heritage Wealth Advisors sold 463 Stryker shares in Q2 2026, an estimated $146K.
Stryker made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #561 holding.
Heritage Wealth Advisors first reported a position in Stryker in Q3 2018 and has held it in 17 quarters since.
Heritage Wealth Advisors's Stryker position peaked at $158K in Q1 2026.
2,259 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.