TD Private Client Wealth’s Surmodics SRDX Stock Holding History

TD Private Client Wealth’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	-59	Closed	-$1.76K	–	1720
2025 Q3	$1.76K	Hold	59	–	–	﹤0.01%	1255
2025 Q2	$1.75K	Buy	+59	New	+$1.7K	﹤0.01%	1240

Other funds holding SRDX

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

TD Private Client Wealth's SRDX Position: Q4 2025 in Review

TD Private Client Wealth sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 59 shares — an estimated $1.76K sold.

TD Private Client Wealth first reported a position in SRDX in Q2 2025 and held it in 2 quarters. The position peaked at $1.76K in Q3 2025. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

TD Private Client Wealth reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
TD Private Client Wealth sold 59 Surmodics shares in Q4 2025, an estimated $1.76K.
TD Private Client Wealth first reported a position in Surmodics in Q2 2025 and held it in 2 quarters.
TD Private Client Wealth's Surmodics position peaked at $1.76K in Q3 2025.
1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.