Valtinson Bruner Financial Planning’s Stryker SYK Stock Holding History

Valtinson Bruner Financial 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	$272K	Buy	827 +114	+16%	+$40.9K	0.07%	137
2025 Q4	$251K	Buy	713 +2	+0.3%	+$729	0.07%	138
2025 Q3	$263K	Buy	711 +1	+0.1%	+$386	0.08%	131
2025 Q2	$281K	Buy	710 +60	+9%	+$22.4K	0.09%	118
2025 Q1	$242K	Hold	650	–	–	0.08%	117
2024 Q4	$234K	Hold	650	–	–	0.08%	130
2024 Q3	$235K	Sell	650 -2	-0.3%	-$690	0.08%	124
2024 Q2	$222K	Buy	652 +2	+0.3%	+$677	0.09%	117
2024 Q1	$233K	Buy	+650	New	+$219K	0.1%	108
2022 Q2	–	Sell	-800	Closed	-$209K	–	106
2022 Q1	$209K	Hold	800	–	–	0.12%	90
2021 Q4	$214K	Hold	800	–	–	0.12%	91
2021 Q3	$219K	Hold	800	–	–	0.12%	88
2021 Q2	$215K	Hold	800	–	–	0.12%	81
2021 Q1	$205K	Buy	+800	New	+$192K	0.12%	81

Other funds holding SYK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Valtinson Bruner Financial Planning's SYK Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its Stryker (SYK) stake by 16% in Q1 2026, buying an estimated $40.9K and bringing the position to 827 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #137.

Valtinson Bruner Financial Planning first reported a position in SYK in Q1 2021 and has held it in 14 quarters since. The position peaked at $281K in Q2 2025. 2,295 funds tracked by Wall St. Rank hold SYK as of Q1 2026.

Valtinson Bruner Financial Planning held 827 shares of Stryker worth $272K as of Q1 2026.
Valtinson Bruner Financial Planning bought 114 Stryker shares in Q1 2026, an estimated $40.9K.
Stryker made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #137 holding.
Valtinson Bruner Financial Planning first reported a position in Stryker in Q1 2021 and has held it in 14 quarters since.
Valtinson Bruner Financial Planning's Stryker position peaked at $281K in Q2 2025.
2,295 funds tracked by Wall St. Rank held Stryker as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.