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

Heritage Wealth Management (Ohio)’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	$1.15M	Buy	+3,659	New	+$1.15M	0.29%	82
2026 Q1	–	Sell	-3,671	Closed	-$1.29M	–	240
2025 Q4	$1.29M	Sell	3,671 -29	-0.8%	-$10.6K	0.36%	74
2025 Q3	$1.37M	Hold	3,700	–	–	0.4%	67
2025 Q2	$1.46M	Sell	3,700 -5	-0.1%	-$1.87K	0.47%	55
2025 Q1	$1.38M	Buy	3,705 +137	+4%	+$52.1K	0.47%	54
2024 Q4	$1.28M	Hold	3,568	–	–	0.43%	60
2024 Q3	$1.29M	Sell	3,568 -7	-0.2%	-$2.42K	0.42%	63
2024 Q2	$1.21M	Buy	+3,575	New	+$1.21M	0.4%	64

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 $3.38T AUM 44.17% 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 Management (Ohio)'s SYK Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Stryker (SYK) in Q2 2026: 3,659 shares worth $1.15M. The stake represents 0.29% of the portfolio and ranks #82 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in SYK as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in SYK in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q2 2025. 2,267 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,659 shares of Stryker worth $1.15M as of Q2 2026.
Stryker was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Stryker made up 0.29% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #82 holding.
Heritage Wealth Management (Ohio) first reported a position in Stryker in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Stryker position peaked at $1.46M in Q2 2025.
2,267 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.