Montag & Caldwell’s Stryker SYK Stock Holding History

Montag & Caldwell’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
2025 Q2	$15.8M	Buy	39,887 +2,559	+7%	+$957K	3.45%	9
2025 Q1	$13.9M	Sell	37,328 -1,772	-5%	-$674K	3.22%	11
2024 Q4	$14.1M	Sell	39,100 -3,366	-8%	-$1.25M	3%	11
2024 Q3	$15.3M	Sell	42,466 -2,043	-5%	-$705K	3.12%	11
2024 Q2	$15.1M	Sell	44,509 -13,346	-23%	-$4.52M	3.06%	13
2024 Q1	$20.7M	Sell	57,855 -2,791	-5%	-$939K	3.57%	8
2023 Q4	$18.2M	Sell	60,646 -35,847	-37%	-$10.1M	3.17%	12
2023 Q3	$26.4M	Sell	96,493 -673	-0.7%	-$193K	3.39%	10
2023 Q2	$29.6M	Sell	97,166 -632	-0.6%	-$183K	3.62%	6
2023 Q1	$27.9M	Sell	97,798 -2,097	-2%	-$556K	3.75%	7
2022 Q4	$24.4M	Sell	99,895 -4,425	-4%	-$1M	3.54%	10
2022 Q3	$21.1M	Sell	104,320 -2,266	-2%	-$477K	3.14%	12
2022 Q2	$21.2M	Sell	106,586 -4,912	-4%	-$1.15M	3.08%	12
2022 Q1	$29.8M	Sell	111,498 -1,758	-2%	-$455K	3.32%	11
2021 Q4	$30.3M	Sell	113,256 -14,322	-11%	-$3.76M	2.92%	16
2021 Q3	$33.6M	Sell	127,578 -1,134	-0.9%	-$303K	3.1%	12
2021 Q2	$33.4M	Sell	128,712 -7,591	-6%	-$1.94M	3.02%	12
2021 Q1	$33.2M	Sell	136,303 -3,523	-3%	-$845K	3.04%	17
2020 Q4	$34.2M	Buy	139,826 +67,089	+92%	+$15.2M	1.88%	28
2020 Q3	$15.2M	Buy	+72,737	New	+$14.1M	0.92%	33
2020 Q1	–	Sell	-2,042	Closed	-$429K	–	80
2019 Q4	$429K	Sell	2,042 -369	-15%	-$76.6K	0.02%	59
2019 Q3	$521K	Sell	2,411 -301	-11%	-$64.6K	0.03%	49
2019 Q2	$558K	Sell	2,712 -735	-21%	-$140K	0.03%	44
2019 Q1	$681K	Sell	3,447 -2,853	-45%	-$513K	0.04%	37
2018 Q4	$988K	Hold	6,300	–	–	0.05%	36
2018 Q3	$1.12M	Hold	6,300	–	–	0.04%	34
2018 Q2	$1.06M	Hold	6,300	–	–	0.04%	34
2018 Q1	$1.01M	Hold	6,300	–	–	0.04%	33
2017 Q4	$975K	Hold	6,300	–	–	0.03%	32
2017 Q3	$895K	Hold	6,300	–	–	0.03%	35
2017 Q2	$874K	Hold	6,300	–	–	0.03%	35
2017 Q1	$829K	Hold	6,300	–	–	0.02%	58
2016 Q4	$755K	Hold	6,300	–	–	0.02%	60
2016 Q3	$733K	Hold	6,300	–	–	0.02%	64
2016 Q2	$755K	Hold	6,300	–	–	0.02%	65
2016 Q1	$676K	Hold	6,300	–	–	0.01%	72
2015 Q4	$586K	Hold	6,300	–	–	0.01%	70
2015 Q3	$593K	Hold	6,300	–	–	0.01%	67
2015 Q2	$602K	Hold	6,300	–	–	0.01%	69
2015 Q1	$581K	Hold	6,300	–	–	0.01%	84
2014 Q4	$594K	Sell	6,300 -900	-13%	-$79.8K	0.01%	83
2014 Q3	$581K	Sell	7,200 -1,437,882	-100%	-$118M	0.01%	77
2014 Q2	$122M	Sell	1,445,082 -1,507,401	-51%	-$123M	1.09%	34
2014 Q1	$241M	Sell	2,952,483 -484,622	-14%	-$38.5M	2.1%	27
2013 Q4	$258M	Sell	3,437,105 -310,068	-8%	-$22.6M	1.93%	30
2013 Q3	$253M	Sell	3,747,173 -1,235,237	-25%	-$85.3M	1.91%	29
2013 Q2	$322M	Buy	+4,982,410	New	+$331M	2.42%	26

Other funds holding SYK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Montag & Caldwell's SYK Position: Q2 2025 in Review

Montag & Caldwell increased its Stryker (SYK) stake by 6.9% in Q2 2025, buying an estimated $957K and bringing the position to 39,887 shares worth $15.8M. The position accounts for 3.45% of the portfolio, ranked #9.

Montag & Caldwell first reported a position in SYK in Q2 2013 and has held it in 47 quarters since. The position peaked at $322M in Q2 2013. 2,254 funds tracked by Wall St. Rank hold SYK as of Q2 2025.

Montag & Caldwell held 39,887 shares of Stryker worth $15.8M as of Q2 2025.
Montag & Caldwell bought 2,559 Stryker shares in Q2 2025, an estimated $957K.
Stryker made up 3.45% of Montag & Caldwell's portfolio in Q2 2025, its #9 holding.
Montag & Caldwell first reported a position in Stryker in Q2 2013 and has held it in 47 quarters since.
Montag & Caldwell's Stryker position peaked at $322M in Q2 2013.
2,254 funds tracked by Wall St. Rank held Stryker as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.