BAM
SERV

Bosun Asset Management’s Serve Robotics SERV Stock Holding History

Bosun Asset Management’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
-22,362
Closed -$129K – 230
2025
Q1 		$129K Buy
+22,362
New +$293K 0.06% 190

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

Bosun Asset Management's SERV Position: Q2 2025 in Review

Bosun Asset Management sold out of Serve Robotics (SERV) in Q2 2025, closing a stake of 22,362 shares — an estimated $129K sold.

Bosun Asset Management first reported a position in SERV in Q1 2025 and held it in 1 quarter. The position peaked at $129K in Q1 2025. 132 funds tracked by Wall St. Rank hold SERV as of Q2 2025.

  • Bosun Asset Management reported no remaining Serve Robotics position as of Q2 2025 after selling out during the quarter.
  • Bosun Asset Management sold 22,362 Serve Robotics shares in Q2 2025, an estimated $129K.
  • Bosun Asset Management first reported a position in Serve Robotics in Q1 2025 and held it in 1 quarter.
  • Bosun Asset Management's Serve Robotics position peaked at $129K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2025.

Based on Bosun Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.