UBS Group
SURG icon

UBS Group’s SurgePays SURG Stock Holding History

UBS Group’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 		$8.86K Sell
24,551
-50,251
-67% -$27.8K ﹤0.01% 8638
2026
Q1 		$56.2K Buy
74,802
+52,080
+229% +$57.5K ﹤0.01% 7296
2025
Q4 		$37.9K Buy
22,722
+17,496
+335% +$39K ﹤0.01% 7368
2025
Q3 		$14.7K Sell
5,226
-24,149
-82% -$68.5K ﹤0.01% 8351
2025
Q2 		$91.4K Sell
29,375
-49,249
-63% -$136K ﹤0.01% 7317
2025
Q1 		$163K Sell
78,624
-9,539
-11% -$14.1K ﹤0.01% 6686
2024
Q4 		$157K Buy
88,163
+83,910
+1,973% +$148K ﹤0.01% 6608
2024
Q3 		$7.83K Sell
4,253
-9,860
-70% -$22.4K ﹤0.01% 7872
2024
Q2 		$45K Buy
14,113
+8,274
+142% +$31.3K ﹤0.01% 6770
2024
Q1 		$22.5K Buy
5,839
+1,713
+42% +$11.4K ﹤0.01% 6875
2023
Q4 		$26.6K Buy
4,126
+1,326
+47% +$7.06K ﹤0.01% 6924
2023
Q3 		$13.1K Buy
+2,800
New +$14.5K ﹤0.01% 7000
2023
Q2 		– Sell
-2,051
Closed -$9.21K – 9615
2023
Q1 		$9.21K Sell
2,051
-893
-30% -$4.82K ﹤0.01% 7666
2022
Q4 		$19.3K Buy
2,944
+551
+23% +$3.33K ﹤0.01% 7684
2022
Q3 		$11K Sell
2,393
-1,358
-36% -$6.93K ﹤0.01% 8328
2022
Q2 		$18K Sell
3,751
-15,064
-80% -$63.5K ﹤0.01% 7034
2022
Q1 		$77K Sell
18,815
-6,077
-24% -$18.7K ﹤0.01% 6099
2021
Q4 		$50K Buy
+24,892
New +$63.8K ﹤0.01% 6895

Other funds holding SURG

Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group's SURG Position: Q2 2026 in Review

UBS Group reduced its SurgePays (SURG) stake by 67% in Q2 2026, selling an estimated $27.8K and leaving 24,551 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #8638.

UBS Group first reported a position in SURG in Q4 2021 and has held it in 18 quarters since. The position peaked at $163K in Q1 2025. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

  • UBS Group held 24,551 shares of SurgePays worth $8.86K as of Q2 2026.
  • UBS Group sold 50,251 SurgePays shares in Q2 2026, an estimated $27.8K.
  • SurgePays made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8638 holding.
  • UBS Group first reported a position in SurgePays in Q4 2021 and has held it in 18 quarters since.
  • UBS Group's SurgePays position peaked at $163K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.