Morgan Stanley’s SurgePays SURG Stock Holding History

Morgan Stanley’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
2026 Q1	$751	Hold	1,000	–	–	﹤0.01%	7509
2025 Q4	$1.67K	Hold	1,000	–	–	﹤0.01%	7282
2025 Q3	$2.81K	Hold	1,000	–	–	﹤0.01%	7230
2025 Q2	$3.11K	Sell	1,000 -99	-9%	-$274	﹤0.01%	7144
2025 Q1	$2.27K	Buy	1,099 +99	+10%	+$146	﹤0.01%	7147
2024 Q4	$1.78K	Hold	1,000	–	–	﹤0.01%	7217
2024 Q3	$1.84K	Hold	1,000	–	–	﹤0.01%	7146
2024 Q2	$3.19K	Sell	1,000 -7,700	-89%	-$29.1K	﹤0.01%	6965
2024 Q1	$33.5K	Buy	8,700 +8,300	+2,075%	+$55.4K	﹤0.01%	6350
2023 Q4	$2.58K	Buy	+400	New	+$2.13K	﹤0.01%	7104
2023 Q3	–	Sell	-400	Closed	-$2.92K	–	7700
2023 Q2	$2.92K	Hold	400	–	–	﹤0.01%	7113
2023 Q1	$1.8K	Sell	400 -2	-0.5%	-$11	﹤0.01%	7256
2022 Q4	$2.64K	Buy	402 +2	+0.5%	+$12	﹤0.01%	7301
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	7489
2022 Q2	$2K	Sell	400 -26	-6%	-$110	﹤0.01%	7609
2022 Q1	$2K	Buy	+426	New	+$1.31K	﹤0.01%	7761

Other funds holding SURG

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Morgan Stanley's SURG Position: Q1 2026 in Review

Morgan Stanley held its SurgePays (SURG) position steady in Q1 2026 at 1,000 shares worth $751. The position accounts for ﹤0.01% of the portfolio, ranked #7509.

Morgan Stanley first reported a position in SURG in Q1 2022 and has held it in 16 quarters since. The position peaked at $33.5K in Q1 2024. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

Morgan Stanley held 1,000 shares of SurgePays worth $751 as of Q1 2026.
Morgan Stanley left its SurgePays share count unchanged in Q1 2026.
SurgePays made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7509 holding.
Morgan Stanley first reported a position in SurgePays in Q1 2022 and has held it in 16 quarters since.
Morgan Stanley's SurgePays position peaked at $33.5K in Q1 2024.
33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

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