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Oxford Financial Group’s Stryker SYK Stock Holding History

Oxford Financial Group’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 		$713K Sell
2,266
-85
-4% -$26.8K 0.04% 135
2026
Q1 		$773K Buy
2,351
+1,286
+121% +$462K 0.04% 116
2025
Q4 		$374K Sell
1,065
-71
-6% -$25.9K 0.02% 173
2025
Q3 		$420K Buy
1,136
+136
+14% +$52.5K 0.02% 160
2025
Q2 		$396K Sell
1,000
-428
-30% -$160K 0.02% 151
2025
Q1 		$532K Sell
1,428
-61
-4% -$23.2K 0.04% 125
2024
Q4 		$536K Sell
1,489
-110
-7% -$40.8K 0.03% 138
2024
Q3 		$578K Sell
1,599
-144
-8% -$49.7K 0.04% 129
2024
Q2 		$593K Buy
1,743
+254
+17% +$86K 0.04% 133
2024
Q1 		$533K Sell
1,489
-80
-5% -$26.9K 0.04% 129
2023
Q4 		$470K Buy
1,569
+169
+12% +$47.4K 0.03% 147
2023
Q3 		$383K Sell
1,400
-632
-31% -$181K 0.03% 150
2023
Q2 		$620K Buy
2,032
+934
+85% +$270K 0.06% 117
2023
Q1 		$313K Buy
+1,098
New +$291K 0.04% 144

Other funds holding SYK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oxford Financial Group's SYK Position: Q2 2026 in Review

Oxford Financial Group reduced its Stryker (SYK) stake by 3.6% in Q2 2026, selling an estimated $26.8K and leaving 2,266 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #135.

Oxford Financial Group first reported a position in SYK in Q1 2023 and has held it in 14 quarters since. The position peaked at $773K in Q1 2026. 2,263 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Oxford Financial Group held 2,266 shares of Stryker worth $713K as of Q2 2026.
  • Oxford Financial Group sold 85 Stryker shares in Q2 2026, an estimated $26.8K.
  • Stryker made up 0.04% of Oxford Financial Group's portfolio in Q2 2026, its #135 holding.
  • Oxford Financial Group first reported a position in Stryker in Q1 2023 and has held it in 14 quarters since.
  • Oxford Financial Group's Stryker position peaked at $773K in Q1 2026.
  • 2,263 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.