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
Q2 		$369K Sell
1,172
-16
-1% -$5.04K 0.08% 79
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 $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

Summit Wealth & Retirement Planning's SYK Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Stryker (SYK) stake by 1.3% in Q2 2026, selling an estimated $5.04K and leaving 1,172 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #79.

Summit Wealth & Retirement Planning first reported a position in SYK in Q2 2025 and has held it in 5 quarters since. The position peaked at $515K in Q2 2025. 2,259 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Summit Wealth & Retirement Planning held 1,172 shares of Stryker worth $369K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 16 Stryker shares in Q2 2026, an estimated $5.04K.
  • Stryker made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #79 holding.
  • Summit Wealth & Retirement Planning first reported a position in Stryker in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth & Retirement Planning's Stryker position peaked at $515K in Q2 2025.
  • 2,259 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.