HighTower Advisors
SURG icon

HighTower Advisors’s SurgePays SURG Stock Holding History

HighTower Advisors’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
Q4 		– Sell
-23,875
Closed -$67.1K – 3948
2025
Q3 		$67.1K Buy
23,875
+433
+2% +$1.23K ﹤0.01% 3590
2025
Q2 		$72.9K Buy
+23,442
New +$64.9K ﹤0.01% 3518

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
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
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HighTower Advisors's SURG Position: Q4 2025 in Review

HighTower Advisors sold out of SurgePays (SURG) in Q4 2025, closing a stake of 23,875 shares — an estimated $67.1K sold.

HighTower Advisors first reported a position in SURG in Q2 2025 and held it in 2 quarters. The position peaked at $72.9K in Q2 2025. 30 funds tracked by Wall St. Rank hold SURG as of Q4 2025.

  • HighTower Advisors reported no remaining SurgePays position as of Q4 2025 after selling out during the quarter.
  • HighTower Advisors sold 23,875 SurgePays shares in Q4 2025, an estimated $67.1K.
  • HighTower Advisors first reported a position in SurgePays in Q2 2025 and held it in 2 quarters.
  • HighTower Advisors's SurgePays position peaked at $72.9K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held SurgePays as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.