Smartleaf Asset Management’s Surmodics SRDX Stock Holding History

Smartleaf 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 Q4	–	Sell	-97	Closed	-$2.9K	–	3551
2025 Q3	$2.9K	Buy	97 +38	+64%	+$1.27K	﹤0.01%	2514
2025 Q2	$1.7K	Buy	59 +5	+9%	+$144	﹤0.01%	2380
2025 Q1	$1.66K	Sell	54 -28	-34%	-$943	﹤0.01%	2510
2024 Q4	$3.25K	Buy	82 +32	+64%	+$1.25K	﹤0.01%	2391
2024 Q3	$1.92K	Sell	50 -3	-6%	-$121	﹤0.01%	2484
2024 Q2	$2.22K	Buy	+53	New	+$1.81K	﹤0.01%	2188

Other funds holding SRDX

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

Smartleaf Asset Management's SRDX Position: Q4 2025 in Review

Smartleaf Asset Management sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 97 shares — an estimated $2.9K sold.

Smartleaf Asset Management first reported a position in SRDX in Q2 2024 and held it in 6 quarters. The position peaked at $3.25K in Q4 2024. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

Smartleaf Asset Management reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
Smartleaf Asset Management sold 97 Surmodics shares in Q4 2025, an estimated $2.9K.
Smartleaf Asset Management first reported a position in Surmodics in Q2 2024 and held it in 6 quarters.
Smartleaf Asset Management's Surmodics position peaked at $3.25K in Q4 2024.
1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.