AWA
SERV

Arkadios Wealth Advisors’s Serve Robotics SERV Stock Holding History

Arkadios 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
2025
Q3 		– Sell
-12,846
Closed -$147K – 1532
2025
Q2 		$147K Hold
12,846
– – ﹤0.01% 1231
2025
Q1 		$73.9K Buy
+12,846
New +$169K ﹤0.01% 1087

Other funds holding SERV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Arkadios Wealth Advisors's SERV Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of Serve Robotics (SERV) in Q3 2025, closing a stake of 12,846 shares — an estimated $147K sold.

Arkadios Wealth Advisors first reported a position in SERV in Q1 2025 and held it in 2 quarters. The position peaked at $147K in Q2 2025. 149 funds tracked by Wall St. Rank hold SERV as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining Serve Robotics position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 12,846 Serve Robotics shares in Q3 2025, an estimated $147K.
  • Arkadios Wealth Advisors first reported a position in Serve Robotics in Q1 2025 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Serve Robotics position peaked at $147K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.