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Congress Wealth Management’s Stryker SYK Stock Holding History

Congress Wealth Management’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
2025
Q2 		$24.5M Buy
61,917
+799
+1% +$299K 0.24% 100
2025
Q1 		$22.8M Buy
61,118
+9,529
+18% +$3.63M 0.27% 94
2024
Q4 		$18.6M Buy
51,589
+1,417
+3% +$525K 0.26% 111
2024
Q3 		$18.1M Sell
50,172
-196
-0.4% -$67.7K 0.24% 117
2024
Q2 		$17.1M Buy
50,368
+2,207
+5% +$748K 0.27% 95
2024
Q1 		$17.2M Sell
48,161
-715
-1% -$241K 0.3% 88
2023
Q4 		$14.6M Buy
48,876
+577
+1% +$162K 0.27% 102
2023
Q3 		$13.2M Buy
48,299
+991
+2% +$284K 0.27% 97
2023
Q2 		$14.4M Buy
47,308
+569
+1% +$164K 0.33% 72
2023
Q1 		$13.3M Buy
46,739
+493
+1% +$131K 0.32% 74
2022
Q4 		$11.3M Sell
46,246
-42,284
-48% -$9.6M 0.29% 98
2022
Q3 		$17.9M Buy
88,530
+4,837
+6% +$1.02M 0.48% 46
2022
Q2 		$16.6M Buy
83,693
+971
+1% +$228K 0.43% 56
2022
Q1 		$22.1M Buy
82,722
+2,201
+3% +$570K 0.48% 48
2021
Q4 		$21.5M Buy
+80,521
New +$21.1M 0.43% 60

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's SYK Position: Q2 2025 in Review

Congress Wealth Management increased its Stryker (SYK) stake by 1.3% in Q2 2025, buying an estimated $299K and bringing the position to 61,917 shares worth $24.5M. The position accounts for 0.24% of the portfolio, ranked #100.

Congress Wealth Management first reported a position in SYK in Q4 2021 and has held it in 15 quarters since. 2,257 funds tracked by Wall St. Rank hold SYK as of Q2 2025.

  • Congress Wealth Management held 61,917 shares of Stryker worth $24.5M as of Q2 2025.
  • Congress Wealth Management bought 799 Stryker shares in Q2 2025, an estimated $299K.
  • Stryker made up 0.24% of Congress Wealth Management's portfolio in Q2 2025, its #100 holding.
  • Congress Wealth Management first reported a position in Stryker in Q4 2021 and has held it in 15 quarters since.
  • 2,257 funds tracked by Wall St. Rank held Stryker as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.