Bogart Wealth LLC
SERV icon

Bogart Wealth LLC’s Serve Robotics SERV Stock Holding History

Bogart Wealth LLC’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 		$34.2K Buy
5,200
+3,988
+329% +$33.3K ﹤0.01% 635
2026
Q1 		$10.2K Sell
1,212
-988
-45% -$10.7K ﹤0.01% 902
2025
Q4 		$22.8K Buy
2,200
+650
+42% +$7.81K ﹤0.01% 643
2025
Q3 		$18K Sell
1,550
-10,425
-87% -$114K ﹤0.01% 695
2025
Q2 		$137K Buy
11,975
+11,075
+1,231% +$97.3K 0.01% 288
2025
Q1 		$5.17K Sell
900
-1,825
-67% -$23.9K ﹤0.01% 897
2024
Q4 		$36.8K Buy
+2,725
New +$28.6K ﹤0.01% 470

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 $3.38T AUM 44.17% 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
Exchange Traded Concepts
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

Bogart Wealth LLC's SERV Position: Q2 2026 in Review

Bogart Wealth LLC increased its Serve Robotics (SERV) stake by 329% in Q2 2026, buying an estimated $33.3K and bringing the position to 5,200 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Bogart Wealth LLC first reported a position in SERV in Q4 2024 and has held it in 7 quarters since. The position peaked at $137K in Q2 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Bogart Wealth LLC held 5,200 shares of Serve Robotics worth $34.2K as of Q2 2026.
  • Bogart Wealth LLC bought 3,988 Serve Robotics shares in Q2 2026, an estimated $33.3K.
  • Serve Robotics made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #635 holding.
  • Bogart Wealth LLC first reported a position in Serve Robotics in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Serve Robotics position peaked at $137K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.