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Bernard Wealth Management’s Stryker SYK Stock Holding History

Bernard Wealth Management’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 		$11.8K Hold
36
– – 0.01% 218
2025
Q4 		$12.7K Sell
36
-180
-83% -$65.6K 0.01% 208
2025
Q3 		$79.8K Sell
216
-163
-43% -$63K 0.03% 110
2025
Q2 		$150K Sell
379
-77
-17% -$28.8K 0.07% 68
2025
Q1 		$170K Sell
456
-65
-12% -$24.7K 0.08% 62
2024
Q4 		$188K Buy
+521
New +$193K 0.09% 59

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 $10.2B AUM 2.09% 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

Bernard Wealth Management's SYK Position: Q1 2026 in Review

Bernard Wealth Management held its Stryker (SYK) position steady in Q1 2026 at 36 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #218.

Bernard Wealth Management first reported a position in SYK in Q4 2024 and has held it in 6 quarters since. The position peaked at $188K in Q4 2024. 2,293 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Bernard Wealth Management held 36 shares of Stryker worth $11.8K as of Q1 2026.
  • Bernard Wealth Management left its Stryker share count unchanged in Q1 2026.
  • Stryker made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Bernard Wealth Management first reported a position in Stryker in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Stryker position peaked at $188K in Q4 2024.
  • 2,293 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.