Mount Yale Investment Advisors’s Stryker SYK Stock Holding History

Mount Yale Investment 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 Q2	$2.03M	Buy	6,426 +1,681	+35%	+$530K	0.04%	407
2026 Q1	$1.56M	Buy	4,745 +1,284	+37%	+$461K	0.04%	426
2025 Q4	$1.22M	Buy	3,461 +2,010	+139%	+$732K	0.06%	285
2025 Q3	$538K	Buy	1,451 +1,380	+1,944%	+$533K	0.04%	402
2025 Q2	$28.2K	Buy	+71	New	+$26.6K	﹤0.01%	968
2024 Q3	–	Sell	-835	Closed	-$284K	–	603
2024 Q2	$284K	Sell	835 -18	-2%	-$6.1K	0.02%	446
2024 Q1	$305K	Buy	+853	New	+$287K	0.02%	446
2018 Q4	–	Sell	-405	Closed	-$69K	–	719
2018 Q3	$69K	Sell	405 -7	-2%	-$1.2K	0.01%	547
2018 Q2	$70K	Sell	412 -42	-9%	-$7.06K	0.01%	563
2018 Q1	$73K	Buy	+454	New	+$73.2K	0.02%	539

Other funds holding SYK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's SYK Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Stryker (SYK) stake by 35% in Q2 2026, buying an estimated $530K and bringing the position to 6,426 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #407.

Mount Yale Investment Advisors first reported a position in SYK in Q1 2018 and has held it in 10 quarters since. 2,267 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Mount Yale Investment Advisors held 6,426 shares of Stryker worth $2.03M as of Q2 2026.
Mount Yale Investment Advisors bought 1,681 Stryker shares in Q2 2026, an estimated $530K.
Stryker made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #407 holding.
Mount Yale Investment Advisors first reported a position in Stryker in Q1 2018 and has held it in 10 quarters since.
2,267 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.