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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rockbridge Investment Management's SYK Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Stryker (SYK) stake by 0.93% in Q1 2026, selling an estimated $3.59K and leaving 1,069 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #108.

Rockbridge Investment Management first reported a position in SYK in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.17M in Q4 2021. 2,295 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

Rockbridge Investment Management held 1,069 shares of Stryker worth $351K as of Q1 2026.
Rockbridge Investment Management sold 10 Stryker shares in Q1 2026, an estimated $3.59K.
Stryker made up 0.03% of Rockbridge Investment Management's portfolio in Q1 2026, its #108 holding.
Rockbridge Investment Management first reported a position in Stryker in Q2 2020 and has held it in 16 quarters since.
Rockbridge Investment Management's Stryker position peaked at $1.17M in Q4 2021.
2,295 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.