NewEdge Advisors’s SurgePays SURG Stock Holding History

NewEdge 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
2026 Q1	$24.4K	Hold	32,500	–	–	﹤0.01%	3138
2025 Q4	$54.3K	Hold	32,500	–	–	﹤0.01%	2942
2025 Q3	$91.3K	Buy	32,500 +13,500	+71%	+$38.3K	﹤0.01%	2628
2025 Q2	$59.1K	Buy	19,000 +6,000	+46%	+$16.6K	﹤0.01%	2612
2025 Q1	$26.9K	Hold	13,000	–	–	﹤0.01%	2758
2024 Q4	$23.1K	Hold	13,000	–	–	﹤0.01%	2771
2024 Q3	$23.9K	Hold	13,000	–	–	﹤0.01%	2669
2024 Q2	$41.5K	Sell	13,000 -1,618	-11%	-$6.11K	﹤0.01%	2410
2024 Q1	$56.3K	Buy	14,618 +3,018	+26%	+$20.1K	﹤0.01%	2268
2023 Q4	$75.1K	Buy	11,600 +1,521	+15%	+$8.1K	﹤0.01%	2071
2023 Q3	$47.2K	Buy	+10,079	New	+$52.3K	﹤0.01%	2115

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

NewEdge Advisors's SURG Position: Q1 2026 in Review

NewEdge Advisors held its SurgePays (SURG) position steady in Q1 2026 at 32,500 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

NewEdge Advisors first reported a position in SURG in Q3 2023 and has held it in 11 quarters since. The position peaked at $91.3K in Q3 2025. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2026.

NewEdge Advisors held 32,500 shares of SurgePays worth $24.4K as of Q1 2026.
NewEdge Advisors left its SurgePays share count unchanged in Q1 2026.
SurgePays made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3138 holding.
NewEdge Advisors first reported a position in SurgePays in Q3 2023 and has held it in 11 quarters since.
NewEdge Advisors's SurgePays position peaked at $91.3K in Q3 2025.
33 funds tracked by Wall St. Rank held SurgePays as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.