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Elwood & Goetz Wealth Advisory Group’s Stryker SYK Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$215K Sell
653
-60
-8% -$21.5K 0.04% 135
2025
Q4 		$251K Buy
713
+1
+0.1% +$364 0.04% 118
2025
Q3 		$263K Buy
+712
New +$275K 0.05% 107

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

Elwood & Goetz Wealth Advisory Group's SYK Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Stryker (SYK) stake by 8.4% in Q1 2026, selling an estimated $21.5K and leaving 653 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #135.

Elwood & Goetz Wealth Advisory Group first reported a position in SYK in Q3 2025 and has held it in 3 quarters since. The position peaked at $263K in Q3 2025. 2,294 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 653 shares of Stryker worth $215K as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group sold 60 Stryker shares in Q1 2026, an estimated $21.5K.
  • Stryker made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #135 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Stryker in Q3 2025 and has held it in 3 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Stryker position peaked at $263K in Q3 2025.
  • 2,294 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.