Northwestern Mutual Wealth Management’s SurgePays SURG Stock Holding History

Northwestern Mutual Wealth Management’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	$22	Buy	+60	New	+$33	﹤0.01%	4045

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

Northwestern Mutual Wealth Management's SURG Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in SurgePays (SURG) in Q2 2026: 60 shares worth $22. The stake represents ﹤0.01% of the portfolio and ranks #4045 among its holdings.

36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

Northwestern Mutual Wealth Management held 60 shares of SurgePays worth $22 as of Q2 2026.
SurgePays was a new Northwestern Mutual Wealth Management position in Q2 2026.
SurgePays made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #4045 holding.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.