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Caldwell Trust’s Stryker SYK Stock Holding History

Caldwell Trust’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 		$3.35M Sell
10,631
-493
-4% -$155K 0.27% 78
2026
Q1 		$3.66M Sell
11,124
-659
-6% -$237K 0.33% 69
2025
Q4 		$4.14M Sell
11,783
-189
-2% -$68.9K 0.37% 60
2025
Q3 		$4.43M Buy
11,972
+270
+2% +$104K 0.41% 59
2025
Q2 		$4.63M Sell
11,702
-164
-1% -$61.4K 0.46% 53
2025
Q1 		$4.42M Buy
11,866
+159
+1% +$60.5K 0.47% 52
2024
Q4 		$4.22M Sell
11,707
-85
-0.7% -$31.5K 0.44% 53
2024
Q3 		$4.26M Sell
11,792
-230
-2% -$79.4K 0.45% 51
2024
Q2 		$4.09M Buy
12,022
+64
+0.5% +$21.7K 0.45% 49
2024
Q1 		$4.28M Buy
11,958
+218
+2% +$73.3K 0.5% 47
2023
Q4 		$3.52M Buy
11,740
+90
+0.8% +$25.3K 0.44% 53
2023
Q3 		$3.18M Sell
11,650
-1,389
-11% -$398K 0.43% 54
2023
Q2 		$3.98M Buy
13,039
+1,315
+11% +$380K 0.52% 48
2023
Q1 		$3.35M Buy
11,724
+54
+0.5% +$14.3K 0.46% 52
2022
Q4 		$2.85M Sell
11,670
-47
-0.4% -$10.7K 0.4% 61
2022
Q3 		$2.37M Sell
11,717
-201
-2% -$42.3K 0.35% 68
2022
Q2 		$2.37M Buy
11,918
+232
+2% +$54.5K 0.33% 74
2022
Q1 		$3.12M Buy
11,686
+95
+0.8% +$24.6K 0.37% 65
2021
Q4 		$3.1M Sell
11,591
-67
-0.6% -$17.6K 0.36% 63
2021
Q3 		$3.07M Buy
11,658
+3
+0% +$802 0.39% 61
2021
Q2 		$3.03M Buy
11,655
+383
+3% +$97.9K 0.4% 63
2021
Q1 		$2.75M Buy
11,272
+192
+2% +$46K 0.38% 64
2020
Q4 		$2.72M Buy
11,080
+160
+1% +$36.2K 0.41% 59
2020
Q3 		$2.28M Buy
10,920
+506
+5% +$98.4K 0.37% 68
2020
Q2 		$1.88M Sell
10,414
-561
-5% -$103K 0.31% 76
2020
Q1 		$1.83M Sell
10,975
-476
-4% -$93K 0.35% 71
2019
Q4 		$2.4M Buy
+11,451
New +$2.38M 0.37% 70

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

Caldwell Trust's SYK Position: Q2 2026 in Review

Caldwell Trust reduced its Stryker (SYK) stake by 4.4% in Q2 2026, selling an estimated $155K and leaving 10,631 shares worth $3.35M. The position accounts for 0.27% of the portfolio, ranked #78.

Caldwell Trust first reported a position in SYK in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.63M in Q2 2025. 2,263 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Caldwell Trust held 10,631 shares of Stryker worth $3.35M as of Q2 2026.
  • Caldwell Trust sold 493 Stryker shares in Q2 2026, an estimated $155K.
  • Stryker made up 0.27% of Caldwell Trust's portfolio in Q2 2026, its #78 holding.
  • Caldwell Trust first reported a position in Stryker in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Stryker position peaked at $4.63M in Q2 2025.
  • 2,263 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.