CIAM
SERV

Caitong International Asset Management’s Serve Robotics SERV Stock Holding History

Caitong International 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
2026
Q2 		$45.1K Buy
6,861
+2,944
+75% +$24.6K 0.01% 745
2026
Q1 		$33.1K Sell
3,917
-48,957
-93% -$529K 0.01% 898
2025
Q4 		$549K Buy
52,874
+44,442
+527% +$534K 0.13% 84
2025
Q3 		$98.1K Buy
8,432
+6,080
+259% +$66.7K 0.07% 175
2025
Q2 		$26.9K Sell
2,352
-22,991
-91% -$202K 0.02% 426
2025
Q1 		$146K Buy
+25,343
New +$332K 0.11% 184

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

Caitong International Asset Management's SERV Position: Q2 2026 in Review

Caitong International Asset Management increased its Serve Robotics (SERV) stake by 75% in Q2 2026, buying an estimated $24.6K and bringing the position to 6,861 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #745.

Caitong International Asset Management first reported a position in SERV in Q1 2025 and has held it in 6 quarters since. The position peaked at $549K in Q4 2025. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Caitong International Asset Management held 6,861 shares of Serve Robotics worth $45.1K as of Q2 2026.
  • Caitong International Asset Management bought 2,944 Serve Robotics shares in Q2 2026, an estimated $24.6K.
  • Serve Robotics made up 0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #745 holding.
  • Caitong International Asset Management first reported a position in Serve Robotics in Q1 2025 and has held it in 6 quarters since.
  • Caitong International Asset Management's Serve Robotics position peaked at $549K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.