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GoalVest Advisory’s Stryker SYK Stock Holding History

GoalVest Advisory’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 		$98K Sell
311
-800
-72% -$252K 0.02% 159
2026
Q1 		$365K Hold
1,111
– – 0.07% 112
2025
Q4 		$391K Hold
1,111
– – 0.07% 112
2025
Q3 		$411K Buy
1,111
+110
+11% +$42.5K 0.09% 101
2025
Q2 		$396K Sell
1,001
-403
-29% -$151K 0.1% 91
2025
Q1 		$523K Sell
1,404
-50
-3% -$19K 0.14% 81
2024
Q4 		$524K Buy
1,454
+201
+16% +$74.5K 0.14% 86
2024
Q3 		$453K Hold
1,253
– – 0.13% 84
2024
Q2 		$426K Sell
1,253
-10
-0.8% -$3.39K 0.14% 80
2024
Q1 		$452K Buy
1,263
+1,146
+979% +$386K 0.15% 78
2023
Q4 		$35K Sell
117
-394
-77% -$111K 0.02% 169
2023
Q3 		$140K Buy
511
+169
+49% +$48.5K 0.07% 85
2023
Q2 		$104K Buy
+342
New +$98.8K 0.05% 95
2023
Q1 		– Sell
-113
Closed -$27.6K – 292
2022
Q4 		$27.6K Hold
113
– – 0.02% 145
2022
Q3 		$23K Hold
113
– – 0.02% 149
2022
Q2 		$23K Sell
113
-195
-63% -$45.8K 0.01% 211
2022
Q1 		$82K Buy
+308
New +$79.7K 0.05% 138
2021
Q2 		$351K Sell
1,350
-524
-28% -$134K 0.22% 102
2021
Q1 		$456K Sell
1,874
-324
-15% -$77.7K 0.34% 89
2020
Q4 		$539K Buy
+2,198
New +$498K 0.45% 65

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

GoalVest Advisory's SYK Position: Q2 2026 in Review

GoalVest Advisory reduced its Stryker (SYK) stake by 72% in Q2 2026, selling an estimated $252K and leaving 311 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #159.

GoalVest Advisory first reported a position in SYK in Q4 2020 and has held it in 20 quarters since. The position peaked at $539K in Q4 2020. 788 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • GoalVest Advisory held 311 shares of Stryker worth $98K as of Q2 2026.
  • GoalVest Advisory sold 800 Stryker shares in Q2 2026, an estimated $252K.
  • Stryker made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #159 holding.
  • GoalVest Advisory first reported a position in Stryker in Q4 2020 and has held it in 20 quarters since.
  • GoalVest Advisory's Stryker position peaked at $539K in Q4 2020.
  • 788 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.