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 Q2	$367	Buy	1,018 +18	+2%	+$10	﹤0.01%	7749
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 +8,500	+4,250%	+$56.7K	﹤0.01%	6350
2023 Q4	$1.29K	Buy	+200	New	+$1.06K	﹤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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

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

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley's SURG Position: Q2 2026 in Review

Morgan Stanley increased its SurgePays (SURG) stake by 1.8% in Q2 2026, buying an estimated $10 and bringing the position to 1,018 shares worth $367. The position accounts for ﹤0.01% of the portfolio, ranked #7749.

Morgan Stanley first reported a position in SURG in Q1 2022 and has held it in 17 quarters since. The position peaked at $33.5K in Q1 2024. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Morgan Stanley held 1,018 shares of SurgePays worth $367 as of Q2 2026.
Morgan Stanley bought 18 SurgePays shares in Q2 2026, an estimated $10.
SurgePays made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7749 holding.
Morgan Stanley first reported a position in SurgePays in Q1 2022 and has held it in 17 quarters since.
Morgan Stanley's SurgePays position peaked at $33.5K in Q1 2024.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

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