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Invenio Wealth Partners’s Stryker SYK Stock Holding History

Invenio Wealth Partners’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
-557
Closed -$206K – 95
2025
Q3 		$206K Buy
557
+9
+2% +$3.48K 0.07% 91
2025
Q2 		$217K Sell
548
-291
-35% -$109K 0.09% 91
2025
Q1 		$312K Buy
839
+213
+34% +$81.1K 0.13% 69
2024
Q4 		$225K Buy
626
+3
+0.5% +$1.11K 0.09% 90
2024
Q3 		$225K Buy
+623
New +$215K 0.1% 95

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

Invenio Wealth Partners's SYK Position: Q4 2025 in Review

Invenio Wealth Partners sold out of Stryker (SYK) in Q4 2025, closing a stake of 557 shares — an estimated $206K sold.

Invenio Wealth Partners first reported a position in SYK in Q3 2024 and held it in 5 quarters. The position peaked at $312K in Q1 2025. 2,328 funds tracked by Wall St. Rank hold SYK as of Q4 2025.

  • Invenio Wealth Partners reported no remaining Stryker position as of Q4 2025 after selling out during the quarter.
  • Invenio Wealth Partners sold 557 Stryker shares in Q4 2025, an estimated $206K.
  • Invenio Wealth Partners first reported a position in Stryker in Q3 2024 and held it in 5 quarters.
  • Invenio Wealth Partners's Stryker position peaked at $312K in Q1 2025.
  • 2,328 funds tracked by Wall St. Rank held Stryker as of Q4 2025.

Based on Invenio Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.