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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Circle Wealth Management's SYK Position: Q1 2026 in Review

Circle Wealth Management reduced its Stryker (SYK) stake by 5.5% in Q1 2026, selling an estimated $24.8K and leaving 1,189 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #216.

Circle Wealth Management first reported a position in SYK in Q3 2025 and has held it in 3 quarters since. The position peaked at $442K in Q4 2025. 2,295 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Circle Wealth Management held 1,189 shares of Stryker worth $391K as of Q1 2026.
  • Circle Wealth Management sold 69 Stryker shares in Q1 2026, an estimated $24.8K.
  • Stryker made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Circle Wealth Management first reported a position in Stryker in Q3 2025 and has held it in 3 quarters since.
  • Circle Wealth Management's Stryker position peaked at $442K in Q4 2025.
  • 2,295 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.