RETIREMENT INCOME SOLUTIONS, INC SYK — STRYKER CORP

Ownership history in RETIREMENT INCOME SOLUTIONS, INC  ·  6 quarters on record

AI Ownership Summary

RETIREMENT INCOME SOLUTIONS, INC reported STRYKER CORP (SYK) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows SYK at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SYK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT INCOME SOLUTIONS, INC's position in STRYKER CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SYK was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SYK stock page RETIREMENT INCOME SOLUTIONS, INC fund profile RETIREMENT INCOME SOLUTIONS, INC full holdings
How RETIREMENT INCOME SOLUTIONS, INC held SYK — position size vs. price
% of Fund (quarterly)    SYK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 794 +19 +2.5% 0.05% $279K 2026-01-27 $352.67
2025 Q3 REDUCED 12.2% -4.7% ✅ 775 -108 -12.2% 0.05% $286K 2025-10-14 $367.10
2025 Q2 ADDED — — — 883 +71 +8.7% 0.06% $349K 2025-07-15 $386.65
2025 Q1 ADDED — — — 812 +198 +32.2% 0.06% $302K 2025-05-06 $372.92
2024 Q2 ADDED — — — 614 +45 +7.9% 0.05% $209K 2024-08-01 $326.86
2024 Q1 INITIATED — — — 569 — — 0.05% $204K 2024-05-03 $321.47

🏢 Other funds also holding SYK

As of 2026 Q2 — sorted by position size

First Western Trust Bank 3Y 46.31% GREENLEAF TRUST 3Y 7Y 46.15% CWS Financial Advisors, LLC 3Y 17.0% 626 Financial, LLC 3Y 8.31% Manitou Investment Management Ltd. 3Y 7Y 6.86% BONNESS ENTERPRISES INC 3Y 7Y 6.21% WORMSER FRERES GESTION 5.47% Ardent Capital Management, Inc. 3Y 4.63% LDIC Inc. 4.4% Rempart Asset Management Inc. 3Y 3.88%

FAQ About RETIREMENT INCOME SOLUTIONS, INC and SYK

These are the practical questions this page is built to answer before you even open the full history table.

How long has RETIREMENT INCOME SOLUTIONS, INC reported owning SYK?

RETIREMENT INCOME SOLUTIONS, INC reported SYK across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SYK position in RETIREMENT INCOME SOLUTIONS, INC's portfolio?

The largest reported portfolio weight for SYK was 0.06% in 2025 Q2.

What is the latest reported SYK position on this page?

The most recent filing on this page is 2025 Q4, when RETIREMENT INCOME SOLUTIONS, INC reported 794 shares, equal to 0.05% of portfolio, with an estimated market value of $279K.

What does the chart on this SYK ownership page compare?

The chart compares RETIREMENT INCOME SOLUTIONS, INC's quarterly SYK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RETIREMENT INCOME SOLUTIONS, INC time their SYK position?

Based on 13F filing dates vs. subsequent SYK price moves, RETIREMENT INCOME SOLUTIONS, INC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on SYK relative to SPY over the holding period was -28.7%.

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