CarsonAllaria Wealth Management’s Stryker SYK Stock Holding History

CarsonAllaria 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
2025 Q3	–	Sell	-315	Closed	-$125K	–	302
2025 Q2	$125K	Buy	315 +1	+0.3%	+$374	0.07%	93
2025 Q1	$117K	Hold	314	–	–	0.07%	94
2024 Q4	$113K	Buy	314 +1	+0.3%	+$371	0.06%	98
2024 Q3	$113K	Buy	313 +1	+0.3%	+$345	0.06%	98
2024 Q2	$106K	Buy	312 +1	+0.3%	+$339	0.07%	93
2024 Q1	$112K	Hold	311	–	–	0.07%	92
2023 Q4	$93.2K	Buy	311 +1	+0.3%	+$281	0.07%	93
2023 Q3	$84.8K	Buy	310 +1	+0.3%	+$287	0.07%	95
2023 Q2	$94.4K	Buy	309 +1	+0.3%	+$289	0.07%	89
2023 Q1	$88.1K	Buy	308 +1	+0.3%	+$265	0.07%	89
2022 Q4	$75K	Hold	307	–	–	0.07%	93
2022 Q3	$62K	Buy	307 +2	+0.7%	+$421	0.06%	102
2022 Q2	$61K	Hold	305	–	–	0.06%	100
2022 Q1	$82K	Buy	305 +1	+0.3%	+$259	0.07%	93
2021 Q4	$81K	Buy	+304	New	+$79.8K	0.07%	95

Other funds holding SYK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return