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SRDX

NewEdge Advisors’s Surmodics SRDX Stock Holding History

NewEdge 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
-885
Closed -$26.5K – 4367
2025
Q3 		$26.5K Sell
885
-109
-11% -$3.64K ﹤0.01% 3030
2025
Q2 		$29.5K Hold
994
– – ﹤0.01% 2828
2025
Q1 		$30.3K Hold
994
– – ﹤0.01% 2714
2024
Q4 		$39.4K Hold
994
– – ﹤0.01% 2600
2024
Q3 		$38.5K Buy
994
+145
+17% +$5.87K ﹤0.01% 2520
2024
Q2 		$35.7K Hold
849
– – ﹤0.01% 2451
2024
Q1 		$24.9K Hold
849
– – ﹤0.01% 2555
2023
Q4 		$30.9K Buy
849
+100
+13% +$3.28K ﹤0.01% 2405
2023
Q3 		$24K Hold
749
– – ﹤0.01% 2333
2023
Q2 		$23.5K Hold
749
– – ﹤0.01% 2337
2023
Q1 		$17.1K Hold
749
– – ﹤0.01% 2391
2022
Q4 		$26 Buy
+749
New +$25.1K ﹤0.01% 3568

Other funds holding SRDX

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

NewEdge Advisors's SRDX Position: Q4 2025 in Review

NewEdge Advisors sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 885 shares — an estimated $26.5K sold.

NewEdge Advisors first reported a position in SRDX in Q4 2022 and held it in 12 quarters. The position peaked at $39.4K in Q4 2024. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

  • NewEdge Advisors reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 885 Surmodics shares in Q4 2025, an estimated $26.5K.
  • NewEdge Advisors first reported a position in Surmodics in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's Surmodics position peaked at $39.4K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.