CWM
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Collaborative Wealth Management’s Stryker SYK Stock Holding History

Collaborative 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 		– Sell
-762
Closed -$268K – 234
2025
Q4 		$268K Buy
+762
New +$278K 0.09% 181

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 $10.2B AUM 2.09% 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

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

Collaborative Wealth Management sold out of Stryker (SYK) in Q1 2026, closing a stake of 762 shares — an estimated $268K sold.

Collaborative Wealth Management first reported a position in SYK in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 2,293 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Stryker position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 762 Stryker shares in Q1 2026, an estimated $268K.
  • Collaborative Wealth Management first reported a position in Stryker in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Stryker position peaked at $268K in Q4 2025.
  • 2,293 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.