PWAM
SRDX

Private Wealth Asset Management’s Surmodics SRDX Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-24
Closed -$733 – 1224
2025
Q1 		$733 Buy
+24
New +$808 ﹤0.01% 943

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
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Private Wealth Asset Management's SRDX Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Surmodics (SRDX) in Q2 2025, closing a stake of 24 shares — an estimated $733 sold.

Private Wealth Asset Management first reported a position in SRDX in Q1 2025 and held it in 1 quarter. The position peaked at $733 in Q1 2025. 135 funds tracked by Wall St. Rank hold SRDX as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Surmodics position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 24 Surmodics shares in Q2 2025, an estimated $733.
  • Private Wealth Asset Management first reported a position in Surmodics in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Surmodics position peaked at $733 in Q1 2025.
  • 135 funds tracked by Wall St. Rank held Surmodics as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.