Arax Advisory Partners’s Surmodics SRDX Stock Holding History

Arax Advisory Partners’s Portfolio SRDX Stock Details SRDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-309	Closed	-$9.24K	–	4504
2025 Q3	$9.24K	Buy	+309	New	+$10.3K	﹤0.01%	2635
2025 Q1	–	Sell	-10	Closed	-$396	–	3019
2024 Q4	$396	Sell	10 -15	-60%	-$583	﹤0.01%	2342
2024 Q3	$970	Hold	25	–	–	﹤0.01%	2270
2024 Q2	$1.05K	Buy	+25	New	+$853	﹤0.01%	2163

Other funds holding SRDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Arax Advisory Partners's SRDX Position: Q4 2025 in Review

Arax Advisory Partners sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 309 shares — an estimated $9.24K sold.

Arax Advisory Partners first reported a position in SRDX in Q2 2024 and held it in 4 quarters. The position peaked at $9.24K in Q3 2025. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

Arax Advisory Partners reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
Arax Advisory Partners sold 309 Surmodics shares in Q4 2025, an estimated $9.24K.
Arax Advisory Partners first reported a position in Surmodics in Q2 2024 and held it in 4 quarters.
Arax Advisory Partners's Surmodics position peaked at $9.24K in Q3 2025.
1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

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