BC
SERV

Barrett & Company’s Serve Robotics SERV Stock Holding History

Barrett & Company’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 		$2.04K Buy
+310
New +$2.59K ﹤0.01% 623

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Barrett & Company's SERV Position: Q2 2026 in Review

Barrett & Company opened a new position in Serve Robotics (SERV) in Q2 2026: 310 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings.

194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Barrett & Company held 310 shares of Serve Robotics worth $2.04K as of Q2 2026.
  • Serve Robotics was a new Barrett & Company position in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #623 holding.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.