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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
Q2 		$361K Buy
1,146
+9
+0.8% +$2.84K 0.23% 52
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 $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

Schwallier Wealth Management's SYK Position: Q2 2026 in Review

Schwallier Wealth Management increased its Stryker (SYK) stake by 0.79% in Q2 2026, buying an estimated $2.84K and bringing the position to 1,146 shares worth $361K. The position accounts for 0.23% of the portfolio, ranked #52.

Schwallier Wealth Management first reported a position in SYK in Q4 2025 and has held it in 3 quarters since. The position peaked at $420K in Q4 2025. 2,260 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Schwallier Wealth Management held 1,146 shares of Stryker worth $361K as of Q2 2026.
  • Schwallier Wealth Management bought 9 Stryker shares in Q2 2026, an estimated $2.84K.
  • Stryker made up 0.23% of Schwallier Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Schwallier Wealth Management first reported a position in Stryker in Q4 2025 and has held it in 3 quarters since.
  • Schwallier Wealth Management's Stryker position peaked at $420K in Q4 2025.
  • 2,260 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

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