Values Added Financial
SYK icon

Values Added Financial’s Stryker SYK Stock Holding History

Values Added Financial’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
Q3 		$469K Sell
1,702
-72
-4% -$22.7K 0.17% 83
2026
Q2 		$559K Buy
1,774
+96
+6% +$30.3K 0.2% 76
2026
Q1 		$551K Buy
1,678
+15
+0.9% +$5.38K 0.23% 72
2025
Q4 		$584K Sell
1,663
-22
-1% -$8.02K 0.25% 71
2025
Q3 		$623K Buy
1,685
+59
+4% +$22.8K 0.28% 66
2025
Q2 		$643K Buy
1,626
+22
+1% +$8.23K 0.31% 59
2025
Q1 		$597K Buy
1,604
+37
+2% +$14.1K 0.33% 59
2024
Q4 		$564K Buy
1,567
+3
+0.2% +$1.11K 0.33% 56
2024
Q3 		$565K Sell
1,564
-1
-0.1% -$345 0.36% 51
2024
Q2 		$532K Sell
1,565
-37
-2% -$12.5K 0.38% 50
2024
Q1 		$573K Buy
1,602
+49
+3% +$16.5K 0.45% 44
2023
Q4 		$465K Sell
1,553
-202
-12% -$56.7K 0.38% 51
2023
Q3 		$480K Buy
1,755
+162
+10% +$46.5K 0.44% 45
2023
Q2 		$486K Buy
+1,593
New +$460K 0.46% 45

Other funds holding SYK

Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Values Added Financial's SYK Position: Q3 2026 in Review

Values Added Financial reduced its Stryker (SYK) stake by 4.1% in Q3 2026, selling an estimated $22.7K and leaving 1,702 shares worth $469K. The position accounts for 0.17% of the portfolio, ranked #83.

Values Added Financial first reported a position in SYK in Q2 2023 and has held it in 14 quarters since. The position peaked at $643K in Q2 2025. 902 funds tracked by Wall St. Rank hold SYK as of Q3 2026.

  • Values Added Financial held 1,702 shares of Stryker worth $469K as of Q3 2026.
  • Values Added Financial sold 72 Stryker shares in Q3 2026, an estimated $22.7K.
  • Stryker made up 0.17% of Values Added Financial's portfolio in Q3 2026, its #83 holding.
  • Values Added Financial first reported a position in Stryker in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Stryker position peaked at $643K in Q2 2025.
  • 902 funds tracked by Wall St. Rank held Stryker as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.