SEC 13F Intelligence

Heritage Wealth Management, LLC / SYK

Heritage Wealth Management, LLC’s Stryker Corporation Position

Does Heritage Wealth Management, LLC own Stryker Corporation (SYK)? Yes — 5.6K shares worth $2M (+1.06% of its 13F portfolio) as of Q2 2024, down from 6.2K shares the prior filed quarter.

Position Value
$2M
Q2 2024
Shares
5.6K
% of Portfolio
+1.06%
Quarters Held
8
currently held

Position History SYK

Reported value by quarter
Q2 ’21: $1MQ2 ’21Q3 ’21: $2MQ3 ’21Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $5MQ4 ’22Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20245.6K$2M+1.06%
Q1 20246.2K$2M+1.14%
Q4 20236.4K$2M+1.04%
Q4 202219.7K$5M+0.69%
Q3 20229.1K$2M+0.59%
Q2 20229.0K$2M+0.65%
Q3 20216.2K$2M+0.58%
Q2 20215.4K$1M+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Management, LLC’s full portfolio or all institutional holders of SYK.