Instrumental Wealth’s Stryker SYK Stock Holding History

Instrumental Wealth’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	$519K	Sell	1,649 -71	-4%	-$22.4K	0.26%	43
2026 Q1	$565K	Buy	1,720 +54	+3%	+$19.4K	0.35%	29
2025 Q4	$643K	Buy	1,666 +6	+0.4%	+$2.19K	0.39%	28
2025 Q3	$612K	Buy	1,660 +6	+0.4%	+$2.32K	0.43%	29
2025 Q2	$646K	Buy	1,654 +9	+0.5%	+$3.37K	0.51%	23
2025 Q1	$600K	Sell	1,645 -5	-0.3%	-$1.9K	0.54%	22
2024 Q4	$631K	Buy	1,650 +16	+1%	+$5.93K	0.6%	20
2024 Q3	$588K	Buy	1,634 +9	+0.6%	+$3.11K	0.57%	21
2024 Q2	$532K	Buy	+1,625	New	+$550K	0.55%	21

Other funds holding SYK

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Instrumental Wealth's SYK Position: Q2 2026 in Review

Instrumental Wealth reduced its Stryker (SYK) stake by 4.1% in Q2 2026, selling an estimated $22.4K and leaving 1,649 shares worth $519K. The position accounts for 0.26% of the portfolio, ranked #43.

Instrumental Wealth first reported a position in SYK in Q2 2024 and has held it in 9 quarters since. The position peaked at $646K in Q2 2025. 1,255 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Instrumental Wealth held 1,649 shares of Stryker worth $519K as of Q2 2026.
Instrumental Wealth sold 71 Stryker shares in Q2 2026, an estimated $22.4K.
Stryker made up 0.26% of Instrumental Wealth's portfolio in Q2 2026, its #43 holding.
Instrumental Wealth first reported a position in Stryker in Q2 2024 and has held it in 9 quarters since.
Instrumental Wealth's Stryker position peaked at $646K in Q2 2025.
1,255 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.