Morningstar Investment Management’s Stryker SYK Stock Holding History

Morningstar Investment 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	$4.04M	Hold	12,301	–	–	0.25%	97
2026 Q1	$4.04M	Buy	12,301 +1,474	+14%	+$529K	0.25%	97
2025 Q4	$3.81M	Sell	10,827 -15,230	-58%	-$5.55M	0.22%	103
2025 Q3	$9.63M	Buy	+26,057	New	+$10.1M	0.35%	66
2025 Q1	–	Sell	-2,492	Closed	-$897K	–	200
2024 Q4	$897K	Hold	2,492	–	–	0.07%	79
2024 Q3	$896K	Buy	2,492 +832	+50%	+$287K	0.09%	100
2024 Q2	$565K	Hold	1,660	–	–	0.06%	117
2024 Q1	$594K	Hold	1,660	–	–	0.06%	115
2023 Q4	$497K	Buy	+1,660	New	+$466K	0.06%	125

Other funds holding SYK

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morningstar Investment Management's SYK Position: Q2 2026 in Review

Morningstar Investment Management held its Stryker (SYK) position steady in Q2 2026 at 12,301 shares worth $4.04M. The position accounts for 0.25% of the portfolio, ranked #97.

Morningstar Investment Management first reported a position in SYK in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.63M in Q3 2025. 1,320 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Morningstar Investment Management held 12,301 shares of Stryker worth $4.04M as of Q2 2026.
Morningstar Investment Management left its Stryker share count unchanged in Q2 2026.
Stryker made up 0.25% of Morningstar Investment Management's portfolio in Q2 2026, its #97 holding.
Morningstar Investment Management first reported a position in Stryker in Q4 2023 and has held it in 9 quarters since.
Morningstar Investment Management's Stryker position peaked at $9.63M in Q3 2025.
1,320 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.