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United Financial Planning Group’s Stryker SYK Stock Holding History

United Financial Planning Group’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 		$23.3K Hold
74
– – 0.01% 154
2026
Q1 		$24.3K Hold
74
– – 0.01% 117
2025
Q4 		$26K Hold
74
– – 0.02% 121
2025
Q3 		$27.4K Buy
+74
New +$28.6K 0.02% 108

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

United Financial Planning Group's SYK Position: Q2 2026 in Review

United Financial Planning Group held its Stryker (SYK) position steady in Q2 2026 at 74 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #154.

United Financial Planning Group first reported a position in SYK in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.4K in Q3 2025. 2,257 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • United Financial Planning Group held 74 shares of Stryker worth $23.3K as of Q2 2026.
  • United Financial Planning Group left its Stryker share count unchanged in Q2 2026.
  • Stryker made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #154 holding.
  • United Financial Planning Group first reported a position in Stryker in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Stryker position peaked at $27.4K in Q3 2025.
  • 2,257 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.