Essential Planning’s Stryker SYK Stock Holding History

Essential Planning’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 Q1	–	Sell	-3,640	Closed	-$1.35M	–	268
2024 Q4	$1.35M	Buy	+3,640	New	+$1.35M	0.01%	216

Other funds holding SYK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essential Planning's SYK Position: Q1 2025 in Review

Essential Planning sold out of Stryker (SYK) in Q1 2025, closing a stake of 3,640 shares — an estimated $1.35M sold.

Essential Planning first reported a position in SYK in Q4 2024 and held it in 1 quarter. The position peaked at $1.35M in Q4 2024. 2,230 funds tracked by Wall St. Rank hold SYK as of Q1 2025.

Essential Planning reported no remaining Stryker position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 3,640 Stryker shares in Q1 2025, an estimated $1.35M.
Essential Planning first reported a position in Stryker in Q4 2024 and held it in 1 quarter.
Essential Planning's Stryker position peaked at $1.35M in Q4 2024.
2,230 funds tracked by Wall St. Rank held Stryker as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.