WT
SRDX

Whittier Trust’s Surmodics SRDX Stock Holding History

Whittier Trust’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
-35
Closed -$1.02K – 1422
2025
Q3 		$1.02K Hold
35
– – ﹤0.01% 1325
2025
Q2 		$1.04K Hold
35
– – ﹤0.01% 1450
2025
Q1 		$1.07K Hold
35
– – ﹤0.01% 1432
2024
Q4 		$1.39K Hold
35
– – ﹤0.01% 1476
2024
Q3 		$1.36K Buy
+35
New +$1.42K ﹤0.01% 1478

Other funds holding SRDX

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

Whittier Trust's SRDX Position: Q4 2025 in Review

Whittier Trust sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 35 shares — an estimated $1.02K sold.

Whittier Trust first reported a position in SRDX in Q3 2024 and held it in 5 quarters. The position peaked at $1.39K in Q4 2024. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

  • Whittier Trust reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 35 Surmodics shares in Q4 2025, an estimated $1.02K.
  • Whittier Trust first reported a position in Surmodics in Q3 2024 and held it in 5 quarters.
  • Whittier Trust's Surmodics position peaked at $1.39K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.