Montz Harcus Wealth Management’s Stryker SYK Stock Holding History

Montz Harcus 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 Q2	$223K	Buy	707 +9	+1%	+$2.84K	0.08%	89
2026 Q1	$229K	Buy	698 +42	+6%	+$15.1K	0.09%	82
2025 Q4	$231K	Buy	656 +1	+0.2%	+$364	0.09%	84
2025 Q3	$242K	Buy	655 +1	+0.2%	+$386	0.11%	75
2025 Q2	$259K	Buy	654 +2	+0.3%	+$748	0.12%	72
2025 Q1	$243K	Buy	652 +1	+0.2%	+$381	0.13%	67
2024 Q4	$234K	Buy	651 +1	+0.2%	+$371	0.13%	66
2024 Q3	$235K	Buy	650 +1	+0.2%	+$345	0.14%	64
2024 Q2	$221K	Buy	649 +2	+0.3%	+$677	0.14%	59
2024 Q1	$232K	Buy	+647	New	+$218K	0.16%	57
2023 Q3	–	Sell	-777	Closed	-$237K	–	58
2023 Q2	$237K	Buy	+777	New	+$224K	0.2%	47

Other funds holding SYK

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Montz Harcus Wealth Management's SYK Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Stryker (SYK) stake by 1.3% in Q2 2026, buying an estimated $2.84K and bringing the position to 707 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #89.

Montz Harcus Wealth Management first reported a position in SYK in Q2 2023 and has held it in 11 quarters since. The position peaked at $259K in Q2 2025. 759 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Montz Harcus Wealth Management held 707 shares of Stryker worth $223K as of Q2 2026.
Montz Harcus Wealth Management bought 9 Stryker shares in Q2 2026, an estimated $2.84K.
Stryker made up 0.08% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #89 holding.
Montz Harcus Wealth Management first reported a position in Stryker in Q2 2023 and has held it in 11 quarters since.
Montz Harcus Wealth Management's Stryker position peaked at $259K in Q2 2025.
759 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.