IFP Advisors’s Surmodics SRDX Stock Holding History

IFP 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
2026 Q1	–	Sell	-2	Closed	-$83	–	5153
2025 Q4	$83	Sell	2 -24	-92%	-$729	﹤0.01%	4632
2025 Q3	$777	Buy	+26	New	+$868	﹤0.01%	4034
2025 Q2	–	Hold	0	–	–	–	4540
2018 Q4	–	Sell	-200	Closed	-$15K	–	3839
2018 Q3	$15K	Buy	+200	New	+$13.8K	﹤0.01%	2626

IFP Advisors's SRDX Position: Q1 2026 in Review

IFP Advisors sold out of Surmodics (SRDX) in Q1 2026, closing a stake of 2 shares — an estimated $83 sold.

IFP Advisors first reported a position in SRDX in Q3 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 0 funds tracked by Wall St. Rank hold SRDX as of Q1 2026.

IFP Advisors reported no remaining Surmodics position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 2 Surmodics shares in Q1 2026, an estimated $83.
IFP Advisors first reported a position in Surmodics in Q3 2018 and held it in 3 quarters.
IFP Advisors's Surmodics position peaked at $15K in Q3 2018.
0 funds tracked by Wall St. Rank held Surmodics as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.