AAG
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Armstrong Advisory Group’s Serve Robotics SERV Stock Holding History

Armstrong Advisory Group’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
Q4 		– Sell
-697
Closed -$8.11K – 985
2025
Q3 		$8.11K Hold
697
– – ﹤0.01% 718
2025
Q2 		$7.97K Hold
697
– – ﹤0.01% 705
2025
Q1 		$9.41K Hold
697
– – ﹤0.01% 636
2024
Q4 		$9.41K Hold
697
– – ﹤0.01% 636
2024
Q3 		$5.54K Buy
+697
New +$6.01K ﹤0.01% 651

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Uber
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Armstrong Advisory Group's SERV Position: Q4 2025 in Review

Armstrong Advisory Group sold out of Serve Robotics (SERV) in Q4 2025, closing a stake of 697 shares — an estimated $8.11K sold.

Armstrong Advisory Group first reported a position in SERV in Q3 2024 and held it in 5 quarters. The position peaked at $9.41K in Q1 2025. 186 funds tracked by Wall St. Rank hold SERV as of Q4 2025.

  • Armstrong Advisory Group reported no remaining Serve Robotics position as of Q4 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 697 Serve Robotics shares in Q4 2025, an estimated $8.11K.
  • Armstrong Advisory Group first reported a position in Serve Robotics in Q3 2024 and held it in 5 quarters.
  • Armstrong Advisory Group's Serve Robotics position peaked at $9.41K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2025.

Based on Armstrong Advisory Group's 13F filing for Q4 2025, filed 8 Jan 2026.