SIC
SRDX

Salem Investment Counselors’s Surmodics SRDX Stock Holding History

Salem Investment Counselors’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
-62,155
Closed -$1.86M – 1042
2025
Q3 		$1.86M Sell
62,155
-52,795
-46% -$1.76M 0.05% 163
2025
Q2 		$3.42M Hold
114,950
– – 0.11% 114
2025
Q1 		$3.51M Buy
114,950
+1,200
+1% +$40.4K 0.12% 105
2024
Q4 		$4.5M Sell
113,750
-2,200
-2% -$85.6K 0.15% 93
2024
Q3 		$4.5M Sell
115,950
-4,700
-4% -$190K 0.14% 96
2024
Q2 		$5.07M Sell
120,650
-350
-0.3% -$11.9K 0.16% 85
2024
Q1 		$3.55M Sell
121,000
-8,940
-7% -$285K 0.12% 110
2023
Q4 		$4.72M Buy
129,940
+1,700
+1% +$55.7K 0.16% 86
2023
Q3 		$4.12M Sell
128,240
-1,750
-1% -$59.5K 0.16% 91
2023
Q2 		$4.07M Buy
129,990
+1,515
+1% +$34.6K 0.15% 97
2023
Q1 		$2.93M Buy
+128,475
New +$3.31M 0.12% 107

Other funds holding SRDX

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

Salem Investment Counselors's SRDX Position: Q4 2025 in Review

Salem Investment Counselors sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 62,155 shares — an estimated $1.86M sold.

Salem Investment Counselors first reported a position in SRDX in Q1 2023 and held it in 11 quarters. The position peaked at $5.07M in Q2 2024. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

  • Salem Investment Counselors reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 62,155 Surmodics shares in Q4 2025, an estimated $1.86M.
  • Salem Investment Counselors first reported a position in Surmodics in Q1 2023 and held it in 11 quarters.
  • Salem Investment Counselors's Surmodics position peaked at $5.07M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.