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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
Q2 		$203K Sell
644
-9
-1% -$2.84K 0.03% 146
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Greenleaf Trust
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

Elwood & Goetz Wealth Advisory Group's SYK Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Stryker (SYK) stake by 1.4% in Q2 2026, selling an estimated $2.84K and leaving 644 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #146.

Elwood & Goetz Wealth Advisory Group first reported a position in SYK in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q3 2025. 2,268 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 644 shares of Stryker worth $203K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 9 Stryker shares in Q2 2026, an estimated $2.84K.
  • Stryker made up 0.03% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #146 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Stryker in Q3 2025 and has held it in 4 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Stryker position peaked at $263K in Q3 2025.
  • 2,268 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.