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SurModics shares owned by CWM Advisors

Quarter-by-quarter ownership of SurModics (SRDX) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in SurModics

Tip: Access up to 7 years of quarterly data

All positions including SurModics held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SurModics by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $450k 15k 29.89
2025-06-30 $390k 13k 29.71
2025-03-31 $344k 11k 30.53
2024-12-31 $400k 10k 39.60
2024-09-30 $413k 11k 38.78

More positions owned by CWM Advisors

Caterpillar (CAT)
Arista Networks Com Shs (ANET)
Amphenol Corp Cl A (APH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Kla Corp Com New (KLAC)
Interactive Brokers Group In Com Cl A (IBKR)
Progressive Corporation (PGR)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Welltower Inc Com reit (WELL)
Applovin Corp Com Cl A (APP)
Prologis (PLD)
Parker-Hannifin Corporation (PH)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for CWM Advisors

Top funds holding SurModics

BlackRock
Alliancebernstein
Vanguard Group
Morgan Stanley
Oddo Bhf Asset Management Sas
Hudson Bay Capital Management
Qube Research & Technologies
Readystate Asset Management
Gabelli Funds
Citadel Advisors
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
Hsbc Holdings
Goldman Sachs Group

View all funds holding SurModics