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
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 Sell
14,514
-14,515
-50% -$113K ﹤0.01% 6051
2023
Q4 		$315K Buy
29,029
+28,800
+12,576% +$231K ﹤0.01% 5780
2023
Q3 		$2.61K Buy
+229
New +$2.72K ﹤0.01% 7069

Other funds holding SRFM

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley's SRFM Position: Q1 2026 in Review

Morgan Stanley reduced its Surf Air Mobility (SRFM) stake by 82% in Q1 2026, selling an estimated $82.7K and leaving 9,031 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6932.

Morgan Stanley first reported a position in SRFM in Q3 2023 and has held it in 11 quarters since. The position peaked at $315K in Q4 2023. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • Morgan Stanley held 9,031 shares of Surf Air Mobility worth $10.4K as of Q1 2026.
  • Morgan Stanley sold 40,406 Surf Air Mobility shares in Q1 2026, an estimated $82.7K.
  • Surf Air Mobility made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6932 holding.
  • Morgan Stanley first reported a position in Surf Air Mobility in Q3 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Surf Air Mobility position peaked at $315K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.