Guggenheim Capital’s Surmodics SRDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-10,694
Closed -$318K 1661
2025
Q2
$318K Buy
10,694
+2,520
+31% +$72.6K ﹤0.01% 1378
2025
Q1
$250K Sell
8,174
-3,020
-27% -$102K ﹤0.01% 1469
2024
Q4
$443K Sell
11,194
-75
-0.7% -$2.92K ﹤0.01% 1316
2024
Q3
$437K Hold
11,269
﹤0.01% 1461
2024
Q2
$474K Buy
+11,269
New +$384K ﹤0.01% 1455
2018
Q4
Sell
-8,452
Closed -$631K 2355
2018
Q3
$631K Buy
8,452
+1,589
+23% +$109K ﹤0.01% 1858
2018
Q2
$378K Sell
6,863
-27,035
-80% -$1.25M ﹤0.01% 2099
2018
Q1
$1.29M Buy
33,898
+245
+0.7% +$7.59K ﹤0.01% 1928
2017
Q4
$941K Buy
33,653
+6,445
+24% +$197K ﹤0.01% 2110
2017
Q3
$842K Buy
27,208
+1,742
+7% +$47.4K ﹤0.01% 2179
2017
Q2
$715K Sell
25,466
-1,299
-5% -$31.4K ﹤0.01% 2262
2017
Q1
$644K Sell
26,765
-3,010
-10% -$73.8K ﹤0.01% 2290
2016
Q4
$756K Sell
29,775
-17,393
-37% -$457K ﹤0.01% 2268
2016
Q3
$1.42M Sell
47,168
-6,576
-12% -$181K ﹤0.01% 1850
2016
Q2
$1.26M Sell
53,744
-3,219
-6% -$70.5K ﹤0.01% 1878
2016
Q1
$1.05M Sell
56,963
-11,230
-16% -$211K ﹤0.01% 2026
2015
Q4
$1.38M Buy
+68,193
New +$1.45M ﹤0.01% 1894
2014
Q4
Sell
-22,798
Closed -$414K 3095
2014
Q3
$414K Sell
22,798
-2,404
-10% -$48K ﹤0.01% 2625
2014
Q2
$540K Sell
25,202
-3,128
-11% -$67K ﹤0.01% 2569
2014
Q1
$640K Sell
28,330
-11,711
-29% -$286K ﹤0.01% 2488
2013
Q4
$977K Buy
+40,041
New +$944K ﹤0.01% 2254

Other funds holding SRDX

Guggenheim Capital's SRDX Position: Q3 2025 in Review

Guggenheim Capital sold out of Surmodics (SRDX) in Q3 2025, closing a stake of 10,694 shares — an estimated $318K sold.

Guggenheim Capital first reported a position in SRDX in Q4 2013 and held it in 21 quarters. The position peaked at $1.42M in Q3 2016. 146 funds tracked by Wall St. Rank hold SRDX as of Q3 2025.

  • Guggenheim Capital reported no remaining Surmodics position as of Q3 2025 after selling out during the quarter.
  • Guggenheim Capital sold 10,694 Surmodics shares in Q3 2025, an estimated $318K.
  • Guggenheim Capital first reported a position in Surmodics in Q4 2013 and held it in 21 quarters.
  • Guggenheim Capital's Surmodics position peaked at $1.42M in Q3 2016.
  • 146 funds tracked by Wall St. Rank held Surmodics as of Q3 2025.

Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.