EverSource Wealth Advisors’s Surmodics SRDX Stock Holding History

EverSource Wealth Advisors’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	-562	Closed	-$16.8K	–	4436
2025 Q3	$16.8K	Buy	562 +4	+0.7%	+$134	﹤0.01%	2485
2025 Q2	$16.6K	Buy	+558	New	+$16.1K	﹤0.01%	2446
2025 Q1	–	Sell	-5	Closed	-$198	–	4165
2024 Q4	$198	Buy	+5	New	+$194	﹤0.01%	3432
2022 Q3	–	Sell	-174	Closed	-$6K	–	2124
2022 Q2	$6K	Buy	+174	New	+$6.75K	﹤0.01%	1222

Other funds holding SRDX

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

EverSource Wealth Advisors's SRDX Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 562 shares — an estimated $16.8K sold.

EverSource Wealth Advisors first reported a position in SRDX in Q2 2022 and held it in 4 quarters. The position peaked at $16.8K in Q3 2025. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

EverSource Wealth Advisors reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 562 Surmodics shares in Q4 2025, an estimated $16.8K.
EverSource Wealth Advisors first reported a position in Surmodics in Q2 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Surmodics position peaked at $16.8K in Q3 2025.
1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.