BWM
SERV

Bullock Wealth Management’s Serve Robotics SERV Stock Holding History

Bullock Wealth 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
2026
Q2 		– Sell
-578
Closed -$4.86K – 646
2026
Q1 		$4.86K Buy
+578
New +$6.25K ﹤0.01% 503

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

Bullock Wealth Management's SERV Position: Q2 2026 in Review

Bullock Wealth Management sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 578 shares — an estimated $4.86K sold.

Bullock Wealth Management first reported a position in SERV in Q1 2026 and held it in 1 quarter. The position peaked at $4.86K in Q1 2026. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Bullock Wealth Management reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 578 Serve Robotics shares in Q2 2026, an estimated $4.86K.
  • Bullock Wealth Management first reported a position in Serve Robotics in Q1 2026 and held it in 1 quarter.
  • Bullock Wealth Management's Serve Robotics position peaked at $4.86K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.