CWM
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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
Q2 		$270K Buy
857
+40
+5% +$12.6K 0.06% 104
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 $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 $3.37T AUM 44.26% 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

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

Concentrum Wealth Management increased its Stryker (SYK) stake by 4.9% in Q2 2026, buying an estimated $12.6K and bringing the position to 857 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #104.

Concentrum Wealth Management first reported a position in SYK in Q2 2025 and has held it in 5 quarters since. The position peaked at $327K in Q2 2025. 2,260 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Concentrum Wealth Management held 857 shares of Stryker worth $270K as of Q2 2026.
  • Concentrum Wealth Management bought 40 Stryker shares in Q2 2026, an estimated $12.6K.
  • Stryker made up 0.06% of Concentrum Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Concentrum Wealth Management first reported a position in Stryker in Q2 2025 and has held it in 5 quarters since.
  • Concentrum Wealth Management's Stryker position peaked at $327K in Q2 2025.
  • 2,260 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.