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Schwallier Wealth Management’s Stryker SYK Stock Holding History

Schwallier Wealth 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 		$373K Sell
1,137
-1
-0.1% -$359 0.27% 41
2025
Q4 		$420K Buy
+1,138
New +$415K 0.27% 34

Other funds holding SYK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Schwallier Wealth Management's SYK Position: Q1 2026 in Review

Schwallier Wealth Management reduced its Stryker (SYK) stake by 0.09% in Q1 2026, selling an estimated $359 and leaving 1,137 shares worth $373K. The position accounts for 0.27% of the portfolio, ranked #41.

Schwallier Wealth Management first reported a position in SYK in Q4 2025 and has held it in 2 quarters since. The position peaked at $420K in Q4 2025. 2,294 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Schwallier Wealth Management held 1,137 shares of Stryker worth $373K as of Q1 2026.
  • Schwallier Wealth Management sold 1 Stryker share in Q1 2026, an estimated $359.
  • Stryker made up 0.27% of Schwallier Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Schwallier Wealth Management first reported a position in Stryker in Q4 2025 and has held it in 2 quarters since.
  • Schwallier Wealth Management's Stryker position peaked at $420K in Q4 2025.
  • 2,294 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.