Bourgeon Capital Management’s Stryker SYK Stock Holding History

Bourgeon Capital 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	$420K	Sell	1,335 -2	-0.1%	-$630	0.06%	87
2026 Q1	$439K	Buy	+1,337	New	+$480K	0.08%	77
2024 Q1	–	Sell	-125	Closed	-$37.4K	–	345
2023 Q4	$37.4K	Buy	+125	New	+$35.1K	0.01%	163
2020 Q3	–	Sell	-1	Closed	–	–	317
2020 Q2	$0	Hold	1	–	–	﹤0.01%	272
2020 Q1	$0	Hold	1	–	–	﹤0.01%	278
2019 Q4	$0	Hold	1	–	–	﹤0.01%	244
2019 Q3	$0	Buy	+1	New	+$214	﹤0.01%	240
2018 Q4	–	Sell	-2,051	Closed	-$364K	–	80
2018 Q3	$364K	Hold	2,051	–	–	0.19%	59
2018 Q2	$346K	Hold	2,051	–	–	0.19%	63
2018 Q1	$330K	Hold	2,051	–	–	0.18%	61
2017 Q4	$318K	Hold	2,051	–	–	0.17%	66
2017 Q3	$291K	Hold	2,051	–	–	0.17%	67
2017 Q2	$285K	Buy	+2,051	New	+$281K	0.18%	62

Other funds holding SYK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bourgeon Capital Management's SYK Position: Q2 2026 in Review

Bourgeon Capital Management reduced its Stryker (SYK) stake by 0.15% in Q2 2026, selling an estimated $630 and leaving 1,335 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #87.

Bourgeon Capital Management first reported a position in SYK in Q2 2017 and has held it in 13 quarters since. The position peaked at $439K in Q1 2026. 2,259 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Bourgeon Capital Management held 1,335 shares of Stryker worth $420K as of Q2 2026.
Bourgeon Capital Management sold 2 Stryker shares in Q2 2026, an estimated $630.
Stryker made up 0.06% of Bourgeon Capital Management's portfolio in Q2 2026, its #87 holding.
Bourgeon Capital Management first reported a position in Stryker in Q2 2017 and has held it in 13 quarters since.
Bourgeon Capital Management's Stryker position peaked at $439K in Q1 2026.
2,259 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.