SWRP
SYK icon

Summit Wealth & Retirement Planning’s Stryker SYK Stock Holding History

Summit Wealth & Retirement Planning’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 		$390K Sell
1,188
-100
-8% -$35.9K 0.09% 72
2025
Q4 		$453K Hold
1,288
– – 0.11% 65
2025
Q3 		$476K Sell
1,288
-13
-1% -$5.02K 0.12% 61
2025
Q2 		$515K Buy
+1,301
New +$487K 0.14% 53

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 $10.2B AUM 2.09% 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

Summit Wealth & Retirement Planning's SYK Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Stryker (SYK) stake by 7.8% in Q1 2026, selling an estimated $35.9K and leaving 1,188 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #72.

Summit Wealth & Retirement Planning first reported a position in SYK in Q2 2025 and has held it in 4 quarters since. The position peaked at $515K in Q2 2025. 2,293 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

  • Summit Wealth & Retirement Planning held 1,188 shares of Stryker worth $390K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 100 Stryker shares in Q1 2026, an estimated $35.9K.
  • Stryker made up 0.09% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #72 holding.
  • Summit Wealth & Retirement Planning first reported a position in Stryker in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth & Retirement Planning's Stryker position peaked at $515K in Q2 2025.
  • 2,293 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.