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Forum Financial Management’s Stryker SYK Stock Holding History

Forum Financial 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 		$222K Hold
705
– – ﹤0.01% 313
2026
Q1 		$232K Sell
705
-3,247
-82% -$1.17M ﹤0.01% 289
2025
Q4 		$1.39M Sell
3,952
-15
-0.4% -$5.46K 0.02% 189
2025
Q3 		$1.47M Buy
3,967
+1,117
+39% +$432K 0.02% 175
2025
Q2 		$1.13M Sell
2,850
-304
-10% -$114K 0.02% 198
2025
Q1 		$1.17M Buy
3,154
+699
+28% +$266K 0.02% 176
2024
Q4 		$884K Buy
2,455
+591
+32% +$219K 0.01% 224
2024
Q3 		$673K Sell
1,864
-99
-5% -$34.2K 0.01% 254
2024
Q2 		$668K Buy
1,963
+280
+17% +$94.8K 0.01% 235
2024
Q1 		$602K Buy
1,683
+125
+8% +$42.1K 0.01% 272
2023
Q4 		$467K Sell
1,558
-125
-7% -$35.1K 0.01% 305
2023
Q3 		$460K Hold
1,683
– – 0.01% 303
2023
Q2 		$513K Sell
1,683
-119
-7% -$34.4K 0.01% 289
2023
Q1 		$514K Sell
1,802
-64
-3% -$17K 0.01% 260
2022
Q4 		$456K Buy
1,866
+102
+6% +$23.1K 0.02% 273
2022
Q3 		$357K Sell
1,764
-246
-12% -$51.7K 0.02% 299
2022
Q2 		$400K Sell
2,010
-428
-18% -$101K 0.02% 280
2022
Q1 		$651K Buy
2,438
+3
+0.1% +$776 0.03% 196
2021
Q4 		$651K Buy
+2,435
New +$639K 0.03% 189

Other funds holding SYK

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Forum Financial Management's SYK Position: Q2 2026 in Review

Forum Financial Management held its Stryker (SYK) position steady in Q2 2026 at 705 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Forum Financial Management first reported a position in SYK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q3 2025. 750 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Forum Financial Management held 705 shares of Stryker worth $222K as of Q2 2026.
  • Forum Financial Management left its Stryker share count unchanged in Q2 2026.
  • Stryker made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #313 holding.
  • Forum Financial Management first reported a position in Stryker in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Stryker position peaked at $1.47M in Q3 2025.
  • 750 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.