MSWA
SYK icon

Marshall & Sterling Wealth Advisors’s Stryker SYK Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$256K Buy
814
+207
+34% +$65.2K 0.15% 90
2026
Q1 		$199K Buy
607
+7
+1% +$2.51K 0.13% 91
2025
Q4 		$211K Sell
600
-39
-6% -$14.2K 0.14% 84
2025
Q3 		$230K Buy
639
+130
+26% +$50.2K 0.15% 79
2025
Q2 		$200K Buy
509
+430
+544% +$161K 0.14% 82
2025
Q1 		$29.4K Buy
+79
New +$30.1K 0.02% 219

Other funds holding SYK

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SYK Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Stryker (SYK) stake by 34% in Q2 2026, buying an estimated $65.2K and bringing the position to 814 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #90.

Marshall & Sterling Wealth Advisors first reported a position in SYK in Q1 2025 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 814 shares of Stryker worth $256K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 207 Stryker shares in Q2 2026, an estimated $65.2K.
  • Stryker made up 0.15% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Stryker in Q1 2025 and has held it in 6 quarters since.
  • 568 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.