Cetera Investment Advisers
SRDX

Cetera Investment Advisers’s Surmodics SRDX Stock Holding History

Cetera Investment Advisers’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
-16,066
Closed -$480K – 4856
2025
Q3 		$480K Sell
16,066
-679
-4% -$22.7K ﹤0.01% 3415
2025
Q2 		$497K Sell
16,745
-82
-0.5% -$2.36K ﹤0.01% 2980
2025
Q1 		$514K Hold
16,827
– – ﹤0.01% 2820
2024
Q4 		$666K Buy
16,827
+161
+1% +$6.26K ﹤0.01% 2457
2024
Q3 		$646K Buy
16,666
+39
+0.2% +$1.58K ﹤0.01% 2445
2024
Q2 		$699K Sell
16,627
-559
-3% -$19.1K ﹤0.01% 2338
2024
Q1 		$504K Buy
+17,186
New +$548K ﹤0.01% 2602

Other funds holding SRDX

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

Cetera Investment Advisers's SRDX Position: Q4 2025 in Review

Cetera Investment Advisers sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 16,066 shares — an estimated $480K sold.

Cetera Investment Advisers first reported a position in SRDX in Q1 2024 and held it in 7 quarters. The position peaked at $699K in Q2 2024. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

  • Cetera Investment Advisers reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 16,066 Surmodics shares in Q4 2025, an estimated $480K.
  • Cetera Investment Advisers first reported a position in Surmodics in Q1 2024 and held it in 7 quarters.
  • Cetera Investment Advisers's Surmodics position peaked at $699K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.