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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Heritage Wealth Management (Ohio)'s SYK Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Stryker (SYK) in Q1 2026, closing a stake of 3,671 shares — an estimated $1.29M sold.

Heritage Wealth Management (Ohio) first reported a position in SYK in Q2 2024 and held it in 7 quarters. The position peaked at $1.46M in Q2 2025. 2,294 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Stryker position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 3,671 Stryker shares in Q1 2026, an estimated $1.29M.
  • Heritage Wealth Management (Ohio) first reported a position in Stryker in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Stryker position peaked at $1.46M in Q2 2025.
  • 2,294 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.