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Circle Wealth Management’s Stryker SYK Stock Holding History

Circle 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 		$391K Buy
1,243
+54
+5% +$17K ﹤0.01% 209
2026
Q1 		$391K Sell
1,189
-69
-5% -$24.8K 0.01% 216
2025
Q4 		$442K Buy
1,258
+94
+8% +$34.2K 0.01% 191
2025
Q3 		$430K Buy
+1,164
New +$450K 0.01% 178

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 $3.38T AUM 44.17% 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

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

Circle Wealth Management increased its Stryker (SYK) stake by 4.5% in Q2 2026, buying an estimated $17K and bringing the position to 1,243 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Circle Wealth Management first reported a position in SYK in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q4 2025. 2,267 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Circle Wealth Management held 1,243 shares of Stryker worth $391K as of Q2 2026.
  • Circle Wealth Management bought 54 Stryker shares in Q2 2026, an estimated $17K.
  • Stryker made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Circle Wealth Management first reported a position in Stryker in Q3 2025 and has held it in 4 quarters since.
  • Circle Wealth Management's Stryker position peaked at $442K in Q4 2025.
  • 2,267 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.