TWD
SRDX icon

True Wealth Design’s Surmodics SRDX Stock Holding History

True Wealth Design’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
-38
Closed -$1.14K – 2797
2025
Q3 		$1.14K Buy
38
+17
+81% +$567 ﹤0.01% 1707
2025
Q2 		$624 Buy
+21
New +$605 ﹤0.01% 1647

Other funds holding SRDX

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

True Wealth Design's SRDX Position: Q4 2025 in Review

True Wealth Design sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 38 shares — an estimated $1.14K sold.

True Wealth Design first reported a position in SRDX in Q2 2025 and held it in 2 quarters. The position peaked at $1.14K in Q3 2025. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

  • True Wealth Design reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 38 Surmodics shares in Q4 2025, an estimated $1.14K.
  • True Wealth Design first reported a position in Surmodics in Q2 2025 and held it in 2 quarters.
  • True Wealth Design's Surmodics position peaked at $1.14K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.