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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
Q2 		– Sell
-36
Closed -$11.8K – 362
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bernard Wealth Management's SYK Position: Q2 2026 in Review

Bernard Wealth Management sold out of Stryker (SYK) in Q2 2026, closing a stake of 36 shares — an estimated $11.8K sold.

Bernard Wealth Management first reported a position in SYK in Q4 2024 and held it in 6 quarters. The position peaked at $188K in Q4 2024. 2,259 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Bernard Wealth Management reported no remaining Stryker position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 36 Stryker shares in Q2 2026, an estimated $11.8K.
  • Bernard Wealth Management first reported a position in Stryker in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Stryker position peaked at $188K in Q4 2024.
  • 2,259 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.