Rockbridge Investment Management’s Stryker SYK Stock Holding History

Rockbridge 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	$338K	Buy	1,074 +5	+0.5%	+$1.58K	0.03%	118
2026 Q1	$351K	Sell	1,069 -10	-0.9%	-$3.59K	0.03%	108
2025 Q4	$379K	Buy	1,079 +10	+0.9%	+$3.64K	0.04%	103
2025 Q3	$395K	Hold	1,069	–	–	0.04%	101
2025 Q2	$423K	Hold	1,069	–	–	0.05%	95
2025 Q1	$398K	Hold	1,069	–	–	0.05%	95
2024 Q4	$385K	Buy	+1,069	New	+$396K	0.05%	97
2024 Q1	–	Sell	-269	Closed	-$80.6K	–	561
2023 Q4	$80.6K	Buy	+269	New	+$75.5K	0.01%	195
2022 Q3	–	Sell	-587	Closed	-$117K	–	535
2022 Q2	$117K	Sell	587 -3,156	-84%	-$741K	0.03%	138
2022 Q1	$1.01M	Sell	3,743 -625	-14%	-$162K	0.15%	68
2021 Q4	$1.17M	Hold	4,368	–	–	0.17%	67
2021 Q3	$1.15M	Hold	4,368	–	–	0.19%	60
2021 Q2	$1.14M	Hold	4,368	–	–	0.19%	59
2021 Q1	$1.06M	Hold	4,368	–	–	0.2%	59
2020 Q4	$1.07M	Hold	4,368	–	–	0.22%	54
2020 Q3	$910K	Hold	4,368	–	–	0.22%	54
2020 Q2	$787K	Buy	+4,368	New	+$806K	0.2%	58

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

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

Rockbridge Investment Management increased its Stryker (SYK) stake by 0.47% in Q2 2026, buying an estimated $1.58K and bringing the position to 1,074 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #118.

Rockbridge Investment Management first reported a position in SYK in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2021. 2,266 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

Rockbridge Investment Management held 1,074 shares of Stryker worth $338K as of Q2 2026.
Rockbridge Investment Management bought 5 Stryker shares in Q2 2026, an estimated $1.58K.
Stryker made up 0.03% of Rockbridge Investment Management's portfolio in Q2 2026, its #118 holding.
Rockbridge Investment Management first reported a position in Stryker in Q2 2020 and has held it in 17 quarters since.
Rockbridge Investment Management's Stryker position peaked at $1.17M in Q4 2021.
2,266 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.