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Heritage Wealth Management (California)’s Stryker SYK Stock Holding History

Heritage Wealth Management (California)’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 		$770K Hold
2,447
– – 0.29% 51
2026
Q1 		$804K Buy
2,447
+3
+0.1% +$1.08K 0.44% 47
2025
Q4 		$859K Hold
2,444
– – 0.55% 45
2025
Q3 		$904K Hold
2,444
– – 0.61% 43
2025
Q2 		$967K Sell
2,444
-5
-0.2% -$1.87K 0.65% 40
2025
Q1 		$912K Sell
2,449
-2
-0.1% -$761 0.69% 37
2024
Q4 		$883K Buy
2,451
+1
+0% +$371 0.64% 38
2024
Q3 		$885K Hold
2,450
– – 0.63% 38
2024
Q2 		$834K Sell
2,450
-6
-0.2% -$2.03K 0.61% 38
2024
Q1 		$879K Buy
2,456
+9
+0.4% +$3.03K 0.66% 34
2023
Q4 		$733K Buy
+2,447
New +$687K 0.59% 36

Other funds holding SYK

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Heritage Wealth Management (California)'s SYK Position: Q2 2026 in Review

Heritage Wealth Management (California) held its Stryker (SYK) position steady in Q2 2026 at 2,447 shares worth $770K. The position accounts for 0.29% of the portfolio, ranked #51.

Heritage Wealth Management (California) first reported a position in SYK in Q4 2023 and has held it in 11 quarters since. The position peaked at $967K in Q2 2025. 848 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Heritage Wealth Management (California) held 2,447 shares of Stryker worth $770K as of Q2 2026.
  • Heritage Wealth Management (California) left its Stryker share count unchanged in Q2 2026.
  • Stryker made up 0.29% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #51 holding.
  • Heritage Wealth Management (California) first reported a position in Stryker in Q4 2023 and has held it in 11 quarters since.
  • Heritage Wealth Management (California)'s Stryker position peaked at $967K in Q2 2025.
  • 848 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.