Institute for Wealth Management’s Stryker SYK Stock Holding History

Institute for Wealth 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	$219K	Buy	+695	New	+$219K	0.02%	495
2025 Q4	–	Sell	-574	Closed	-$212K	–	585
2025 Q3	$212K	Buy	574 +21	+4%	+$8.11K	0.02%	537
2025 Q2	$219K	Buy	553 +2	+0.4%	+$748	0.02%	518
2025 Q1	$205K	Buy	+551	New	+$210K	0.03%	503
2024 Q2	–	Sell	-567	Closed	-$203K	–	523
2024 Q1	$203K	Buy	+567	New	+$191K	0.03%	486
2019 Q3	–	Sell	-1,913	Closed	-$393K	–	467
2019 Q2	$393K	Sell	1,913 -200	-9%	-$38.2K	0.09%	295
2019 Q1	$417K	Buy	+2,113	New	+$380K	0.09%	280
2017 Q3	–	Sell	-2,824	Closed	-$393K	–	378
2017 Q2	$393K	Buy	+2,824	New	+$387K	0.11%	265

Other funds holding SYK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institute for Wealth Management's SYK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Stryker (SYK) in Q2 2026: 695 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #495 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SYK as recently as Q3 2025.

Institute for Wealth Management first reported a position in SYK in Q2 2017 and has held it in 8 quarters since. The position peaked at $417K in Q1 2019. 2,257 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Institute for Wealth Management held 695 shares of Stryker worth $219K as of Q2 2026.
Stryker was a new Institute for Wealth Management position in Q2 2026.
Stryker made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #495 holding.
Institute for Wealth Management first reported a position in Stryker in Q2 2017 and has held it in 8 quarters since.
Institute for Wealth Management's Stryker position peaked at $417K in Q1 2019.
2,257 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.