Aspect Partners’s Serve Robotics SERV Stock Holding History

Aspect Partners’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	$1.63K	Buy	248 +55	+28%	+$459	﹤0.01%	528
2026 Q1	$1.63K	Buy	193 +41	+27%	+$443	﹤0.01%	528
2025 Q4	$1.58K	Sell	152 -404	-73%	-$4.85K	﹤0.01%	583
2025 Q3	$6.47K	Buy	+556	New	+$6.1K	﹤0.01%	374
2025 Q2	–	Sell	-80	Closed	-$460	–	674
2025 Q1	$460	Buy	+80	New	+$1.05K	﹤0.01%	553

Other funds holding SERV

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return