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Monument Group Wealth Advisors’s Stryker SYK Stock Holding History

Monument Group 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
Q1 		$257K Sell
782
-418
-35% -$150K 0.14% 34
2025
Q4 		$422K Hold
1,200
– – 0.23% 24
2025
Q3 		$444K Sell
1,200
-398
-25% -$154K 0.26% 18
2025
Q2 		$632K Hold
1,598
– – 0.4% 16
2025
Q1 		$595K Buy
1,598
+12
+0.8% +$4.57K 0.41% 16
2024
Q4 		$571K Hold
1,586
– – 0.4% 18
2024
Q3 		$573K Hold
1,586
– – 0.34% 20
2024
Q2 		$540K Hold
1,586
– – 0.36% 21
2024
Q1 		$568K Buy
+1,586
New +$534K 0.42% 20

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

Monument Group Wealth Advisors's SYK Position: Q1 2026 in Review

Monument Group Wealth Advisors reduced its Stryker (SYK) stake by 35% in Q1 2026, selling an estimated $150K and leaving 782 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #34.

Monument Group Wealth Advisors first reported a position in SYK in Q1 2024 and has held it in 9 quarters since. The position peaked at $632K in Q2 2025. 2,294 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Monument Group Wealth Advisors held 782 shares of Stryker worth $257K as of Q1 2026.
  • Monument Group Wealth Advisors sold 418 Stryker shares in Q1 2026, an estimated $150K.
  • Stryker made up 0.14% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Monument Group Wealth Advisors first reported a position in Stryker in Q1 2024 and has held it in 9 quarters since.
  • Monument Group Wealth Advisors's Stryker position peaked at $632K in Q2 2025.
  • 2,294 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.