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SurModics shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in SurModics

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SurModics by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 562 29.92
2025-06-30 $17k 558 29.50
2024-12-31 $198 5 39.60
2022-06-30 $6.0k 174 34.48

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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