AWA
SERV

Acumen Wealth Advisors’s Serve Robotics SERV Stock Holding History

Acumen Wealth Advisors’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$658 Buy
+100
New +$835 ﹤0.01% 457

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Acumen Wealth Advisors's SERV Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Serve Robotics (SERV) in Q2 2026: 100 shares worth $658. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings.

194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Acumen Wealth Advisors held 100 shares of Serve Robotics worth $658 as of Q2 2026.
  • Serve Robotics was a new Acumen Wealth Advisors position in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #457 holding.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.