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 Q3	$1.25K	Buy	269 +21	+8%	+$105	﹤0.01%	555
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Aspect Partners's SERV Position: Q3 2026 in Review

Aspect Partners increased its Serve Robotics (SERV) stake by 8.5% in Q3 2026, buying an estimated $105 and bringing the position to 269 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Aspect Partners first reported a position in SERV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.47K in Q3 2025. 22 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

Aspect Partners held 269 shares of Serve Robotics worth $1.25K as of Q3 2026.
Aspect Partners bought 21 Serve Robotics shares in Q3 2026, an estimated $105.
Serve Robotics made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #555 holding.
Aspect Partners first reported a position in Serve Robotics in Q1 2025 and has held it in 6 quarters since.
Aspect Partners's Serve Robotics position peaked at $6.47K in Q3 2025.
22 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.