MF
SYK icon

Montis Financial’s Stryker SYK Stock Holding History

Montis Financial’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 		$639K Hold
1,946
– – 0.13% 80
2025
Q4 		$684K Buy
1,946
+13
+0.7% +$4.74K 0.14% 83
2025
Q3 		$715K Sell
1,933
-99
-5% -$38.2K 0.16% 82
2025
Q2 		$804K Sell
2,032
-19
-0.9% -$7.11K 0.22% 61
2025
Q1 		$763K Sell
2,051
-214
-9% -$81.4K 0.22% 61
2024
Q4 		$816K Sell
2,265
-61
-3% -$22.6K 0.25% 56
2024
Q3 		$840K Hold
2,326
– – 0.3% 41
2024
Q2 		$791K Hold
2,326
– – 0.36% 34
2024
Q1 		$832K Sell
2,326
-142
-6% -$47.8K 0.4% 33
2023
Q4 		$739K Sell
2,468
-10
-0.4% -$2.81K 0.44% 31
2023
Q3 		$677K Sell
2,478
-8
-0.3% -$2.29K 0.45% 28
2023
Q2 		$758K Sell
2,486
-49
-2% -$14.2K 0.5% 24
2023
Q1 		$724K Buy
2,535
+138
+6% +$36.6K 0.56% 24
2022
Q4 		$586K Sell
2,397
-126
-5% -$28.6K 0.5% 27
2022
Q3 		$511K Sell
2,523
-4
-0.2% -$841 0.49% 29
2022
Q2 		$503K Buy
2,527
+56
+2% +$13.2K 0.47% 31
2022
Q1 		$661K Buy
2,471
+40
+2% +$10.4K 0.52% 28
2021
Q4 		$650K Sell
2,431
-66
-3% -$17.3K 0.47% 30
2021
Q3 		$655K Sell
2,497
-746
-23% -$199K 0.56% 23
2021
Q2 		$842K Hold
3,243
– – 0.7% 20
2021
Q1 		$788K Buy
3,243
+124
+4% +$29.7K 0.73% 22
2020
Q4 		$720K Buy
+3,119
New +$706K 0.72% 23

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

Montis Financial's SYK Position: Q1 2026 in Review

Montis Financial held its Stryker (SYK) position steady in Q1 2026 at 1,946 shares worth $639K. The position accounts for 0.13% of the portfolio, ranked #80.

Montis Financial first reported a position in SYK in Q4 2020 and has held it in 22 quarters since. The position peaked at $842K in Q2 2021. 2,294 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Montis Financial held 1,946 shares of Stryker worth $639K as of Q1 2026.
  • Montis Financial left its Stryker share count unchanged in Q1 2026.
  • Stryker made up 0.13% of Montis Financial's portfolio in Q1 2026, its #80 holding.
  • Montis Financial first reported a position in Stryker in Q4 2020 and has held it in 22 quarters since.
  • Montis Financial's Stryker position peaked at $842K in Q2 2021.
  • 2,294 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.