Evergreen Wealth Solutions’s Stryker SYK Stock Holding History

Evergreen Wealth Solutions’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	$649K	Buy	1,974 +377	+24%	+$135K	0.05%	215
2025 Q4	$561K	Buy	1,597 +123	+8%	+$44.8K	0.08%	114
2025 Q3	$545K	Sell	1,474 -43	-3%	-$16.6K	0.31%	55
2025 Q2	$600K	Sell	1,517 -77	-5%	-$28.8K	0.36%	52
2025 Q1	$593K	Sell	1,594 -60	-4%	-$22.8K	0.4%	43
2024 Q4	$596K	Sell	1,654 -167	-9%	-$61.9K	0.42%	44
2024 Q3	$658K	Sell	1,821 -369	-17%	-$127K	0.45%	40
2024 Q2	$745K	Sell	2,190 -111	-5%	-$37.6K	0.53%	37
2024 Q1	$823K	Sell	2,301 -152	-6%	-$51.1K	0.61%	38
2023 Q4	$735K	Buy	2,453 +169	+7%	+$47.4K	0.63%	41
2023 Q3	$624K	Sell	2,284 -70	-3%	-$20.1K	0.63%	44
2023 Q2	$718K	Buy	2,354 +68	+3%	+$19.6K	0.72%	41
2023 Q1	$652K	Sell	2,286 -306	-12%	-$81.2K	0.75%	42
2022 Q4	$634K	Buy	2,592 +42	+2%	+$9.53K	0.84%	40
2022 Q3	$517K	Buy	2,550 +838	+49%	+$176K	0.73%	43
2022 Q2	$341K	Buy	1,712 +298	+21%	+$70K	0.42%	77
2022 Q1	$378K	Buy	1,414 +40	+3%	+$10.4K	0.37%	64
2021 Q4	$367K	Buy	+1,374	New	+$361K	0.33%	66

Other funds holding SYK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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