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Concentrum Wealth Management’s Stryker SYK Stock Holding History

Concentrum 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 		$268K Sell
817
-5
-0.6% -$1.79K 0.08% 91
2025
Q4 		$289K Sell
822
-5
-0.6% -$1.82K 0.08% 72
2025
Q3 		$306K Buy
827
+1
+0.1% +$386 0.09% 66
2025
Q2 		$327K Buy
+826
New +$309K 0.1% 57

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

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

Concentrum Wealth Management reduced its Stryker (SYK) stake by 0.61% in Q1 2026, selling an estimated $1.79K and leaving 817 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #91.

Concentrum Wealth Management first reported a position in SYK in Q2 2025 and has held it in 4 quarters since. The position peaked at $327K in Q2 2025. 2,295 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Concentrum Wealth Management held 817 shares of Stryker worth $268K as of Q1 2026.
  • Concentrum Wealth Management sold 5 Stryker shares in Q1 2026, an estimated $1.79K.
  • Stryker made up 0.08% of Concentrum Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Concentrum Wealth Management first reported a position in Stryker in Q2 2025 and has held it in 4 quarters since.
  • Concentrum Wealth Management's Stryker position peaked at $327K in Q2 2025.
  • 2,295 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.