Avantax Planning Partners’s Stryker SYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$685K Sell
2,085
-7
-0.3% -$2.51K 0.02% 239
2025
Q4
$735K Buy
2,092
+15
+0.7% +$5.46K 0.02% 223
2025
Q3
$768K Sell
2,077
-34
-2% -$13.1K 0.02% 218
2025
Q2
$835K Buy
2,111
+90
+4% +$33.7K 0.03% 209
2025
Q1
$752K Sell
2,021
-11
-0.5% -$4.19K 0.03% 203
2024
Q4
$732K Buy
2,032
+152
+8% +$56.3K 0.03% 205
2024
Q3
$679K Sell
1,880
-193
-9% -$66.6K 0.02% 212
2024
Q2
$705K Buy
2,073
+60
+3% +$20.3K 0.02% 237
2024
Q1
$720K Buy
2,013
+215
+12% +$72.3K 0.02% 245
2023
Q4
$538K Buy
1,798
+6
+0.3% +$1.68K 0.02% 229
2023
Q3
$490K Buy
1,792
+217
+14% +$62.2K 0.02% 228
2023
Q2
$480K Buy
1,575
+9
+0.6% +$2.6K 0.02% 239
2023
Q1
$447K Buy
1,566
+11
+0.7% +$2.92K 0.02% 241
2022
Q4
$380K Sell
1,555
-57
-4% -$12.9K 0.02% 263
2022
Q3
$326K Sell
1,612
-78
-5% -$16.4K 0.01% 272
2022
Q2
$336K Buy
1,690
+2
+0.1% +$470 0.01% 259
2022
Q1
$451K Hold
1,688
0.02% 231
2021
Q4
$451K Hold
1,688
0.02% 225
2021
Q3
$445K Buy
1,688
+57
+3% +$15.2K 0.02% 211
2021
Q2
$424K Sell
1,631
-382
-19% -$97.7K 0.02% 213
2021
Q1
$490K Buy
2,013
+104
+5% +$24.9K 0.03% 189
2020
Q4
$468K Sell
1,909
-1,568
-45% -$355K 0.02% 184
2020
Q3
$725K Sell
3,477
-500
-13% -$97.2K 0.04% 149
2020
Q2
$717K Hold
3,977
0.04% 143
2020
Q1
$662K Hold
3,977
0.05% 131
2019
Q4
$835K Sell
3,977
-2
-0.1% -$415 0.05% 128
2019
Q3
$861K Sell
3,979
-124
-3% -$26.6K 0.05% 121
2019
Q2
$854K Buy
4,103
+184
+5% +$35.1K 0.06% 118
2019
Q1
$774K Sell
3,919
-8
-0.2% -$1.44K 0.05% 121
2018
Q4
$616K Buy
3,927
+940
+31% +$157K 0.05% 130
2018
Q3
$531K Buy
2,987
+283
+10% +$48.3K 0.04% 134
2018
Q2
$456K Sell
2,704
-93
-3% -$15.6K 0.04% 137
2018
Q1
$450K Buy
2,797
+404
+17% +$65.1K 0.04% 184
2017
Q4
$371K Sell
2,393
-387
-14% -$59K 0.03% 203
2017
Q3
$395K Hold
2,780
0.03% 242
2017
Q2
$386K Sell
2,780
-128
-4% -$17.6K 0.03% 220
2017
Q1
$383K Sell
2,908
-9
-0.3% -$1.14K 0.03% 210
2016
Q4
$349K Buy
+2,917
New +$336K 0.04% 207

Other funds holding SYK

Avantax Planning Partners's SYK Position: Q1 2026 in Review

Avantax Planning Partners reduced its Stryker (SYK) stake by 0.33% in Q1 2026, selling an estimated $2.51K and leaving 2,085 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #239.

Avantax Planning Partners first reported a position in SYK in Q4 2016 and has held it in 38 quarters since. The position peaked at $861K in Q3 2019. 2,295 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Avantax Planning Partners held 2,085 shares of Stryker worth $685K as of Q1 2026.
  • Avantax Planning Partners sold 7 Stryker shares in Q1 2026, an estimated $2.51K.
  • Stryker made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #239 holding.
  • Avantax Planning Partners first reported a position in Stryker in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Stryker position peaked at $861K in Q3 2019.
  • 2,295 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.