Whalen Wealth Management’s Stryker SYK Stock Holding History

Whalen 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 Q4	–	Sell	-716	Closed	-$265K	–	235
2025 Q3	$265K	Buy	+716	New	+$277K	0.15%	151

Other funds holding SYK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalen Wealth Management's SYK Position: Q4 2025 in Review

Whalen Wealth Management sold out of Stryker (SYK) in Q4 2025, closing a stake of 716 shares — an estimated $265K sold.

Whalen Wealth Management first reported a position in SYK in Q3 2025 and held it in 1 quarter. The position peaked at $265K in Q3 2025. 2,326 funds tracked by Wall St. Rank hold SYK as of Q4 2025.

Whalen Wealth Management reported no remaining Stryker position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 716 Stryker shares in Q4 2025, an estimated $265K.
Whalen Wealth Management first reported a position in Stryker in Q3 2025 and held it in 1 quarter.
Whalen Wealth Management's Stryker position peaked at $265K in Q3 2025.
2,326 funds tracked by Wall St. Rank held Stryker as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.