Essential Partners’s Surmodics SRDX Stock Holding History

Essential 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	-35	Closed	-$1.05K	–	2909
2025 Q3	$1.05K	Buy	35 +24	+218%	+$801	﹤0.01%	2008
2025 Q2	$327	Buy	+11	New	+$317	﹤0.01%	1819

Other funds holding SRDX

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

Essential Partners's SRDX Position: Q4 2025 in Review

Essential Partners sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 35 shares — an estimated $1.05K sold.

Essential Partners first reported a position in SRDX in Q2 2025 and held it in 2 quarters. The position peaked at $1.05K in Q3 2025. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

Essential Partners reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
Essential Partners sold 35 Surmodics shares in Q4 2025, an estimated $1.05K.
Essential Partners first reported a position in Surmodics in Q2 2025 and held it in 2 quarters.
Essential Partners's Surmodics position peaked at $1.05K in Q3 2025.
1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.