MWM
SYK icon

Modera Wealth Management’s Stryker SYK Stock Holding History

Modera 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
Q1 		$13.9M Sell
42,438
-749
-2% -$269K 0.17% 100
2025
Q4 		$15.2M Sell
43,187
-816
-2% -$297K 0.18% 99
2025
Q3 		$16.3M Sell
44,003
-680
-2% -$263K 0.19% 95
2025
Q2 		$17.7M Buy
44,683
+149
+0.3% +$55.7K 0.22% 89
2025
Q1 		$16.6M Sell
44,534
-598
-1% -$228K 0.22% 87
2024
Q4 		$16.2M Buy
45,132
+2,387
+6% +$885K 0.2% 93
2024
Q3 		$15.4M Sell
42,745
-730
-2% -$252K 0.2% 91
2024
Q2 		$14.8M Sell
43,475
-585
-1% -$198K 0.22% 86
2024
Q1 		$15.8M Sell
44,060
-879
-2% -$296K 0.24% 80
2023
Q4 		$13.5M Sell
44,939
-1,582
-3% -$444K 0.22% 82
2023
Q3 		$12.7M Sell
46,521
-414
-0.9% -$119K 0.24% 81
2023
Q2 		$14.3M Buy
46,935
+43,165
+1,145% +$12.5M 0.26% 81
2023
Q1 		$1.08M Buy
3,770
+85
+2% +$22.6K 0.04% 153
2022
Q4 		$901K Sell
3,685
-271
-7% -$61.5K 0.04% 160
2022
Q3 		$801K Sell
3,956
-379
-9% -$79.7K 0.04% 149
2022
Q2 		$862K Buy
4,335
+1,158
+36% +$272K 0.04% 153
2022
Q1 		$849K Sell
3,177
-823
-21% -$213K 0.04% 163
2021
Q4 		$1.07M Buy
4,000
+3,242
+428% +$851K 0.04% 166
2021
Q3 		$200K Buy
+758
New +$203K 0.01% 264
2020
Q3 		– Sell
-1,565
Closed -$282K – 162
2020
Q2 		$282K Hold
1,565
– – 0.05% 123
2020
Q1 		$261K Buy
+1,565
New +$306K 0.05% 121

Other funds holding SYK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Modera Wealth Management's SYK Position: Q1 2026 in Review

Modera Wealth Management reduced its Stryker (SYK) stake by 1.7% in Q1 2026, selling an estimated $269K and leaving 42,438 shares worth $13.9M. The position accounts for 0.17% of the portfolio, ranked #100.

Modera Wealth Management first reported a position in SYK in Q1 2020 and has held it in 21 quarters since. The position peaked at $17.7M in Q2 2025. 2,294 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Modera Wealth Management held 42,438 shares of Stryker worth $13.9M as of Q1 2026.
  • Modera Wealth Management sold 749 Stryker shares in Q1 2026, an estimated $269K.
  • Stryker made up 0.17% of Modera Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Modera Wealth Management first reported a position in Stryker in Q1 2020 and has held it in 21 quarters since.
  • Modera Wealth Management's Stryker position peaked at $17.7M in Q2 2025.
  • 2,294 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.