Carret Asset Management’s Stryker SYK Stock Holding History

Carret Asset 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	$271K	Hold	825	–	–	0.03%	252
2025 Q4	$290K	Hold	825	–	–	0.03%	248
2025 Q3	$305K	Hold	825	–	–	0.03%	243
2025 Q2	$326K	Hold	825	–	–	0.03%	227
2025 Q1	$307K	Hold	825	–	–	0.03%	227
2024 Q4	$297K	Hold	825	–	–	0.03%	230
2024 Q3	$298K	Buy	825 +25	+3%	+$8.63K	0.03%	231
2024 Q2	$272K	Hold	800	–	–	0.03%	233
2024 Q1	$286K	Hold	800	–	–	0.03%	230
2023 Q4	$240K	Hold	800	–	–	0.03%	240
2023 Q3	$219K	Hold	800	–	–	0.03%	243
2023 Q2	$244K	Hold	800	–	–	0.03%	237
2023 Q1	$228K	Sell	800 -100	-11%	-$26.5K	0.03%	240
2022 Q4	$220K	Buy	+900	New	+$204K	0.03%	250
2022 Q2	–	Sell	-900	Closed	-$241K	–	287
2022 Q1	$241K	Hold	900	–	–	0.03%	264
2021 Q4	$241K	Hold	900	–	–	0.03%	270
2021 Q3	$237K	Hold	900	–	–	0.03%	259
2021 Q2	$234K	Hold	900	–	–	0.03%	266
2021 Q1	$219K	Hold	900	–	–	0.03%	262
2020 Q4	$221K	Sell	900 -100	-10%	-$22.6K	0.03%	249
2020 Q3	$208K	Buy	+1,000	New	+$194K	0.03%	235
2020 Q1	–	Sell	-1,000	Closed	-$210K	–	260
2019 Q4	$210K	Hold	1,000	–	–	0.03%	257
2019 Q3	$216K	Hold	1,000	–	–	0.03%	246
2019 Q2	$206K	Buy	+1,000	New	+$191K	0.03%	257

Other funds holding SYK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carret Asset Management's SYK Position: Q1 2026 in Review

Carret Asset Management held its Stryker (SYK) position steady in Q1 2026 at 825 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #252.

Carret Asset Management first reported a position in SYK in Q2 2019 and has held it in 24 quarters since. The position peaked at $326K in Q2 2025. 2,295 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

Carret Asset Management held 825 shares of Stryker worth $271K as of Q1 2026.
Carret Asset Management left its Stryker share count unchanged in Q1 2026.
Stryker made up 0.03% of Carret Asset Management's portfolio in Q1 2026, its #252 holding.
Carret Asset Management first reported a position in Stryker in Q2 2019 and has held it in 24 quarters since.
Carret Asset Management's Stryker position peaked at $326K in Q2 2025.
2,295 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

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