BWP
SERV

Balboa Wealth Partners’s Serve Robotics SERV Stock Holding History

Balboa Wealth 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
2025
Q2 		– Sell
-10,430
Closed -$60K – 410
2025
Q1 		$60K Sell
10,430
-715
-6% -$9.38K 0.01% 279
2024
Q4 		$150K Buy
+11,145
New +$117K 0.03% 284

Other funds holding SERV

U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Balboa Wealth Partners's SERV Position: Q2 2025 in Review

Balboa Wealth Partners sold out of Serve Robotics (SERV) in Q2 2025, closing a stake of 10,430 shares — an estimated $60K sold.

Balboa Wealth Partners first reported a position in SERV in Q4 2024 and held it in 2 quarters. The position peaked at $150K in Q4 2024. 132 funds tracked by Wall St. Rank hold SERV as of Q2 2025.

  • Balboa Wealth Partners reported no remaining Serve Robotics position as of Q2 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 10,430 Serve Robotics shares in Q2 2025, an estimated $60K.
  • Balboa Wealth Partners first reported a position in Serve Robotics in Q4 2024 and held it in 2 quarters.
  • Balboa Wealth Partners's Serve Robotics position peaked at $150K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.