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Wellspring Financial Advisors’s Stryker SYK Stock Holding History

Wellspring Financial Advisors’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 		– Sell
-629
Closed -$207K – 307
2026
Q1 		$207K Sell
629
-403
-39% -$145K 0.02% 262
2025
Q4 		$364K Buy
+1,032
New +$376K 0.03% 173

Other funds holding SYK

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wellspring Financial Advisors's SYK Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of Stryker (SYK) in Q2 2026, closing a stake of 629 shares — an estimated $207K sold.

Wellspring Financial Advisors first reported a position in SYK in Q4 2025 and held it in 2 quarters. The position peaked at $364K in Q4 2025. 750 funds tracked by Wall St. Rank hold SYK as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining Stryker position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 629 Stryker shares in Q2 2026, an estimated $207K.
  • Wellspring Financial Advisors first reported a position in Stryker in Q4 2025 and held it in 2 quarters.
  • Wellspring Financial Advisors's Stryker position peaked at $364K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held Stryker as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.