Morgan Stanley
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Morgan Stanley’s Surf Air Mobility SRFM Stock Holding History

Morgan Stanley’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29K Buy
25,029
+15,998
+177% +$18.5K ﹤0.01% 6696
2026
Q1 		$10.4K Sell
9,031
-40,406
-82% -$82.7K ﹤0.01% 6932
2025
Q4 		$95.9K Buy
49,437
+42,059
+570% +$135K ﹤0.01% 6223
2025
Q3 		$31.7K Sell
7,378
-50,593
-87% -$237K ﹤0.01% 6548
2025
Q2 		$214K Buy
57,971
+43,458
+299% +$108K ﹤0.01% 5820
2025
Q1 		$38.8K Hold
14,513
– – ﹤0.01% 6358
2024
Q4 		$78.2K Hold
14,513
– – ﹤0.01% 6147
2024
Q3 		$19.4K Sell
14,513
-1
-0% -$2 ﹤0.01% 6509
2024
Q2 		$39.1K Hold
14,514
– – ﹤0.01% 6246
2024
Q1 		$85.6K Hold
14,514
– – ﹤0.01% 6051
2023
Q4 		$157K Buy
14,514
+14,285
+6,238% +$115K ﹤0.01% 5780
2023
Q3 		$2.61K Buy
+229
New +$2.72K ﹤0.01% 7069

Other funds holding SRFM

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Morgan Stanley's SRFM Position: Q2 2026 in Review

Morgan Stanley increased its Surf Air Mobility (SRFM) stake by 177% in Q2 2026, buying an estimated $18.5K and bringing the position to 25,029 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #6696.

Morgan Stanley first reported a position in SRFM in Q3 2023 and has held it in 12 quarters since. The position peaked at $214K in Q2 2025. 70 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

  • Morgan Stanley held 25,029 shares of Surf Air Mobility worth $29K as of Q2 2026.
  • Morgan Stanley bought 15,998 Surf Air Mobility shares in Q2 2026, an estimated $18.5K.
  • Surf Air Mobility made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6696 holding.
  • Morgan Stanley first reported a position in Surf Air Mobility in Q3 2023 and has held it in 12 quarters since.
  • Morgan Stanley's Surf Air Mobility position peaked at $214K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.