Prestige Wealth Management Group’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-53
| Closed | -$1.58K | – | 1029 |
|
|
2025
Q3 | $1.58K | Hold |
53
| – | – | ﹤0.01% | 788 |
|
|
2025
Q2 | $1.57K | Hold |
53
| – | – | ﹤0.01% | 783 |
|
|
2025
Q1 | $1.62K | Hold |
53
| – | – | ﹤0.01% | 781 |
|
|
2024
Q4 | $2.1K | Hold |
53
| – | – | ﹤0.01% | 772 |
|
|
2024
Q3 | $2.06K | Hold |
53
| – | – | ﹤0.01% | 762 |
|
|
2024
Q2 | $2.23K | Hold |
53
| – | – | ﹤0.01% | 694 |
|
|
2024
Q1 | $1.56K | Hold |
53
| – | – | ﹤0.01% | 801 |
|
|
2023
Q4 | $1.93K | Hold |
53
| – | – | ﹤0.01% | 750 |
|
|
2023
Q3 | $1.7K | Hold |
53
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $1.66K | Hold |
53
| – | – | ﹤0.01% | 801 |
|
|
2023
Q1 | $1.21K | Hold |
53
| – | – | ﹤0.01% | 860 |
|
|
2022
Q4 | $1.81K | Hold |
53
| – | – | ﹤0.01% | 854 |
|
|
2022
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 778 |
|
|
2022
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 787 |
|
|
2022
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 810 |
|
|
2021
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 748 |
|
|
2021
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 755 |
|
|
2021
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 750 |
|
|
2021
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 740 |
|
|
2020
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 784 |
|
|
2020
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 704 |
|
|
2020
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 699 |
|
|
2020
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 673 |
|
|
2019
Q4 | $2K | Sell |
53
-2
| -4% | -$84 | ﹤0.01% | 514 |
|
|
2019
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 462 |
|
|
2019
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 463 |
|
|
2019
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 461 |
|
|
2018
Q4 | $3K | Buy |
+55
| New | +$3.3K | ﹤0.01% | 751 |
|
Other funds holding SRDX
Prestige Wealth Management Group's SRDX Position: Q4 2025 in Review
Prestige Wealth Management Group sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 53 shares — an estimated $1.58K sold.
Prestige Wealth Management Group first reported a position in SRDX in Q4 2018 and held it in 28 quarters. The position peaked at $3K in Q4 2021. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.
- Prestige Wealth Management Group reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
- Prestige Wealth Management Group sold 53 Surmodics shares in Q4 2025, an estimated $1.58K.
- Prestige Wealth Management Group first reported a position in Surmodics in Q4 2018 and held it in 28 quarters.
- Prestige Wealth Management Group's Surmodics position peaked at $3K in Q4 2021.
- 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.
Based on Prestige Wealth Management Group's 13F filing for Q4 2025, filed 11 Feb 2026.