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Octavia Wealth Advisors’s Stryker SYK Stock Holding History

Octavia 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
Q2 		$261K Sell
827
-1,166
-59% -$367K 0.02% 192
2026
Q1 		$657K Buy
1,993
+492
+33% +$177K 0.06% 106
2025
Q4 		$529K Sell
1,501
-20
-1% -$7.29K 0.05% 131
2025
Q3 		$564K Buy
1,521
+561
+58% +$217K 0.06% 120
2025
Q2 		$381K Sell
960
-672
-41% -$251K 0.04% 144
2025
Q1 		$609K Buy
1,632
+37
+2% +$14.1K 0.07% 104
2024
Q4 		$576K Buy
1,595
+1
+0.1% +$371 0.07% 103
2024
Q3 		$577K Buy
1,594
+144
+10% +$49.7K 0.07% 103
2024
Q2 		$495K Buy
1,450
+542
+60% +$184K 0.07% 112
2024
Q1 		$326K Sell
908
-725
-44% -$244K 0.05% 162
2023
Q4 		$490K Buy
1,633
+165
+11% +$46.3K 0.09% 121
2023
Q3 		$402K Hold
1,468
– – 0.08% 113
2023
Q2 		$449K Buy
1,468
+729
+99% +$211K 0.09% 108
2023
Q1 		$212K Buy
+739
New +$196K 0.05% 173
2022
Q2 		– Sell
-778
Closed -$209K – 189
2022
Q1 		$209K Sell
778
-733
-49% -$190K 0.05% 178
2021
Q4 		$405K Buy
1,511
+717
+90% +$188K 0.09% 122
2021
Q3 		$209K Sell
794
-35
-4% -$9.36K 0.05% 174
2021
Q2 		$216K Sell
829
-923
-53% -$236K 0.06% 157
2021
Q1 		$428K Buy
1,752
+659
+60% +$158K 0.13% 102
2020
Q4 		$269K Buy
+1,093
New +$248K 0.09% 132

Other funds holding SYK

GT
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
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

Octavia Wealth Advisors's SYK Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Stryker (SYK) stake by 59% in Q2 2026, selling an estimated $367K and leaving 827 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #192.

Octavia Wealth Advisors first reported a position in SYK in Q4 2020 and has held it in 20 quarters since. The position peaked at $657K in Q1 2026. 814 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Octavia Wealth Advisors held 827 shares of Stryker worth $261K as of Q2 2026.
  • Octavia Wealth Advisors sold 1,166 Stryker shares in Q2 2026, an estimated $367K.
  • Stryker made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • Octavia Wealth Advisors first reported a position in Stryker in Q4 2020 and has held it in 20 quarters since.
  • Octavia Wealth Advisors's Stryker position peaked at $657K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.