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IBEX Wealth Advisors’s Stryker SYK Stock Holding History

IBEX Wealth 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
2025
Q4 		– Sell
-1,378
Closed -$510K – 192
2025
Q3 		$510K Buy
+1,378
New +$532K 0.05% 156
2024
Q4 		– Sell
-10,708
Closed -$1.05M – 230
2024
Q3 		$1.05M Buy
10,708
+10,649
+18,049% +$3.68M 0.29% 60
2024
Q2 		$20.1K Buy
+59
New +$20K ﹤0.01% 197

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBEX Wealth Advisors's SYK Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Stryker (SYK) in Q4 2025, closing a stake of 1,378 shares — an estimated $510K sold.

IBEX Wealth Advisors first reported a position in SYK in Q2 2024 and held it in 3 quarters. The position peaked at $1.05M in Q3 2024. 2,328 funds tracked by Wall St. Rank hold SYK as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Stryker position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,378 Stryker shares in Q4 2025, an estimated $510K.
  • IBEX Wealth Advisors first reported a position in Stryker in Q2 2024 and held it in 3 quarters.
  • IBEX Wealth Advisors's Stryker position peaked at $1.05M in Q3 2024.
  • 2,328 funds tracked by Wall St. Rank held Stryker as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.