Creative Planning’s Surmodics SRDX Stock Holding History

Creative Planning’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	-18,873	Closed	-$564K	–	4095
2025 Q3	$564K	Buy	18,873 +8,154	+76%	+$272K	﹤0.01%	2607
2025 Q2	$318K	Buy	+10,719	New	+$309K	﹤0.01%	2848
2017 Q3	–	Sell	-500	Closed	-$14K	–	3475
2017 Q2	$14K	Hold	500	–	–	﹤0.01%	3419
2017 Q1	$12K	Hold	500	–	–	﹤0.01%	3489
2016 Q4	$13K	Hold	500	–	–	﹤0.01%	3380
2016 Q3	$15K	Hold	500	–	–	﹤0.01%	3250
2016 Q2	$12K	Hold	500	–	–	﹤0.01%	3140
2016 Q1	$9K	Hold	500	–	–	﹤0.01%	3297
2015 Q4	$10K	Hold	500	–	–	﹤0.01%	3311
2015 Q3	$11K	Buy	+500	New	+$11.7K	﹤0.01%	3160
2013 Q4	–	Sell	-10	Closed	–	–	3455
2013 Q3	$0	Buy	+10	New	+$214	﹤0.01%	3342

Other funds holding SRDX

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

Creative Planning's SRDX Position: Q4 2025 in Review

Creative Planning sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 18,873 shares — an estimated $564K sold.

Creative Planning first reported a position in SRDX in Q3 2013 and held it in 11 quarters. The position peaked at $564K in Q3 2025. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

Creative Planning reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 18,873 Surmodics shares in Q4 2025, an estimated $564K.
Creative Planning first reported a position in Surmodics in Q3 2013 and held it in 11 quarters.
Creative Planning's Surmodics position peaked at $564K in Q3 2025.
1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.