Cambridge Investment Research Advisors
SERV

Cambridge Investment Research Advisors’s Serve Robotics SERV Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$406K Sell
48,146
-9,520
-17% -$103K ﹤0.01% 2998
2025
Q4 		$599K Sell
57,666
-14,506
-20% -$174K ﹤0.01% 2546
2025
Q3 		$839K Buy
72,172
+30,523
+73% +$335K ﹤0.01% 2186
2025
Q2 		$476K Buy
41,649
+22,683
+120% +$199K ﹤0.01% 2588
2025
Q1 		$109K Buy
18,966
+8,566
+82% +$112K ﹤0.01% 3341
2024
Q4 		$140K Buy
+10,400
New +$109K ﹤0.01% 3268

Other funds holding SERV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors's SERV Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Serve Robotics (SERV) stake by 17% in Q1 2026, selling an estimated $103K and leaving 48,146 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Cambridge Investment Research Advisors first reported a position in SERV in Q4 2024 and has held it in 6 quarters since. The position peaked at $839K in Q3 2025. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Cambridge Investment Research Advisors held 48,146 shares of Serve Robotics worth $406K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 9,520 Serve Robotics shares in Q1 2026, an estimated $103K.
  • Serve Robotics made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2998 holding.
  • Cambridge Investment Research Advisors first reported a position in Serve Robotics in Q4 2024 and has held it in 6 quarters since.
  • Cambridge Investment Research Advisors's Serve Robotics position peaked at $839K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.