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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Stryker SYK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$33.1K Buy
105
+5
+5% +$1.58K 0.01% 363
2026
Q1 		$32.9K Hold
100
– – 0.01% 339
2025
Q4 		$35.1K Buy
+100
New +$36.4K 0.01% 343

Other funds holding SYK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SYK Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Stryker (SYK) stake by 5% in Q2 2026, buying an estimated $1.58K and bringing the position to 105 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #363.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SYK in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.1K in Q4 2025. 1,419 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 105 shares of Stryker worth $33.1K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 5 Stryker shares in Q2 2026, an estimated $1.58K.
  • Stryker made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #363 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Stryker in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Stryker position peaked at $35.1K in Q4 2025.
  • 1,419 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.