Manager × security

Waldron Private Wealth LLC SYK holdings history

Who else holds this security? →

STRYKER CORP · CUSIP 863667101 · CIK 1598180

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Waldron Private Wealth LLC reported 71.77K SYK (shares), valued at $22.60M, or 0.78% of its reported non-derivative portfolio. Filed 2026-07-20.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
0.78%
Shares
71.77K
71,770
Reported value
$22.60M
USD

Shares increased 2.39%; reported value decreased 1.89%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.78%71,770SEC filing ↗Filed Jul 20, 2026
Q1 20260.90%70,095SEC filing ↗Filed Apr 10, 2026
Q4 20250.97%70,013SEC filing ↗Filed Jan 14, 2026
Q3 20251.05%70,023SEC filing ↗Filed Oct 30, 2025
Q2 20251.21%69,951SEC filing ↗Filed Jul 31, 2025
Q1 20251.23%69,959SEC filing ↗Filed May 8, 2025
Q4 20241.05%72,495SEC filing ↗Filed Jan 24, 2025
Q3 20242.16%144,142SEC filing ↗Filed Oct 21, 2024
Q2 20241.12%73,622SEC filing ↗Filed Jul 31, 2024
Q1 20241.19%73,430SEC filing ↗Filed May 9, 2024
Q4 20231.04%73,100SEC filing ↗Filed Aug 29, 2024Amended

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20231.04%73,100$21.89MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Aug 29, 2024
Q1 20241.19%73,430$26.34MShares increased 0.45%; reported value increased 20.31%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 9, 2024
Q2 20241.12%73,622$25.05MShares increased 0.26%; reported value decreased 4.89%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 31, 2024
Q3 20242.16%144,142$52.07MShares increased 95.79%; reported value increased 107.88%, and weight changed +1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 21, 2024
Q4 20241.05%72,495$26.10MShares decreased 49.71%; reported value decreased 49.87%, and weight changed -1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 24, 2025
Q1 20251.23%69,959$26.04MShares decreased 3.50%; reported value decreased 0.23%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 8, 2025
Q2 20251.21%69,951$27.67MShares decreased 0.01%; reported value increased 6.27%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 31, 2025
Q3 20251.05%70,023$25.89MShares increased 0.10%; reported value decreased 6.47%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 30, 2025
Q4 20250.97%70,013$24.61MShares decreased 0.01%; reported value decreased 4.94%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 14, 2026
Q1 20260.90%70,095$23.03MShares increased 0.12%; reported value decreased 6.40%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 10, 2026
Q2 20260.78%71,770$22.60MShares increased 2.39%; reported value decreased 1.89%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 20, 2026
Waldron Private Wealth LLC · STRYKER CORP

Take these holdings further.

This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1598180","quarter":"2026Q2","cusip":"863667101"}

get_institutional_manager_history
{"cik":"1598180","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.