CWA
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CM Wealth Advisors’s Stryker SYK Stock Holding History

CM Wealth Advisors’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
Q4 		– Sell
-708
Closed -$262K – 144
2025
Q3 		$262K Hold
708
– – 0.07% 79
2025
Q2 		$281K Hold
708
– – 0.08% 74
2025
Q1 		$264K Hold
708
– – 0.08% 73
2024
Q4 		$256K Hold
708
– – 0.08% 74
2024
Q3 		$256K Hold
708
– – 0.08% 75
2024
Q2 		$241K Sell
708
-1,679
-70% -$569K 0.11% 64
2024
Q1 		$793K Buy
2,387
+1,679
+237% +$565K 0.23% 44
2023
Q4 		$213K Sell
708
-132
-16% -$37K 0.09% 73
2023
Q3 		$238K Sell
840
-1,764
-68% -$506K 0.09% 72
2023
Q2 		$737K Sell
2,604
-2,844
-52% -$821K 0.24% 42
2023
Q1 		$1.63M Buy
5,448
+4,608
+549% +$1.22M 0.32% 71
2022
Q4 		$206K Buy
+840
New +$191K 0.11% 68

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return