RIL
SRDX

Rothschild Investment LLC’s Surmodics SRDX Stock Holding History

Rothschild Investment LLC’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
-5
Closed -$149 – 3495
2025
Q3 		$149 Hold
5
– – ﹤0.01% 3034
2025
Q2 		$149 Sell
5
-10
-67% -$288 ﹤0.01% 2959
2025
Q1 		$458 Hold
15
– – ﹤0.01% 2644
2024
Q4 		$594 Buy
15
+5
+50% +$194 ﹤0.01% 2465
2024
Q3 		$388 Buy
10
+5
+100% +$202 ﹤0.01% 2544
2024
Q2 		$210 Buy
+5
New +$171 ﹤0.01% 2471

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Rothschild Investment LLC's SRDX Position: Q4 2025 in Review

Rothschild Investment LLC sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 5 shares — an estimated $149 sold.

Rothschild Investment LLC first reported a position in SRDX in Q2 2024 and held it in 6 quarters. The position peaked at $594 in Q4 2024. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

  • Rothschild Investment LLC reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 5 Surmodics shares in Q4 2025, an estimated $149.
  • Rothschild Investment LLC first reported a position in Surmodics in Q2 2024 and held it in 6 quarters.
  • Rothschild Investment LLC's Surmodics position peaked at $594 in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on Rothschild Investment LLC's 13F filing for Q4 2025, filed 10 Feb 2026.