Fidelity Investments
SURG icon

Fidelity Investments’s SurgePays SURG Stock Holding History

Fidelity Investments’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-178
Closed -$316 – 5662
2024
Q4 		$316 Buy
+178
New +$314 ﹤0.01% 5030
2023
Q4 		– Sell
-200
Closed -$936 – 5639
2023
Q3 		$936 Buy
+200
New +$1.04K ﹤0.01% 4652

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Fidelity Investments's SURG Position: Q1 2025 in Review

Fidelity Investments sold out of SurgePays (SURG) in Q1 2025, closing a stake of 178 shares — an estimated $316 sold.

Fidelity Investments first reported a position in SURG in Q3 2023 and held it in 2 quarters. The position peaked at $936 in Q3 2023. 29 funds tracked by Wall St. Rank hold SURG as of Q1 2025.

  • Fidelity Investments reported no remaining SurgePays position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 178 SurgePays shares in Q1 2025, an estimated $316.
  • Fidelity Investments first reported a position in SurgePays in Q3 2023 and held it in 2 quarters.
  • Fidelity Investments's SurgePays position peaked at $936 in Q3 2023.
  • 29 funds tracked by Wall St. Rank held SurgePays as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.