MA
SRDX

Modus Advisors’s Surmodics SRDX Stock Holding History

Modus 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
Q1 		– Sell
-1,000
Closed -$39.6K – 280
2024
Q4 		$39.6K Buy
+1,000
New +$38.9K 0.01% 163
2021
Q3 		– Sell
-1,000
Closed -$54K – 223
2021
Q2 		$54K Buy
+1,000
New +$54.9K 0.02% 151
2020
Q3 		– Sell
-1,000
Closed -$43K – 189
2020
Q2 		$43K Buy
+1,000
New +$37.9K 0.03% 126

Other funds holding SRDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Modus Advisors's SRDX Position: Q1 2025 in Review

Modus Advisors sold out of Surmodics (SRDX) in Q1 2025, closing a stake of 1,000 shares — an estimated $39.6K sold.

Modus Advisors first reported a position in SRDX in Q2 2020 and held it in 3 quarters. The position peaked at $54K in Q2 2021. 135 funds tracked by Wall St. Rank hold SRDX as of Q1 2025.

  • Modus Advisors reported no remaining Surmodics position as of Q1 2025 after selling out during the quarter.
  • Modus Advisors sold 1,000 Surmodics shares in Q1 2025, an estimated $39.6K.
  • Modus Advisors first reported a position in Surmodics in Q2 2020 and held it in 3 quarters.
  • Modus Advisors's Surmodics position peaked at $54K in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Surmodics as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.