Cambridge Investment Research Advisors
SERV icon

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
Q2 		$292K Sell
44,412
-3,734
-8% -$31.2K ﹤0.01% 3472
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 $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

Cambridge Investment Research Advisors's SERV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Serve Robotics (SERV) stake by 7.8% in Q2 2026, selling an estimated $31.2K and leaving 44,412 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #3472.

Cambridge Investment Research Advisors first reported a position in SERV in Q4 2024 and has held it in 7 quarters since. The position peaked at $839K in Q3 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Cambridge Investment Research Advisors held 44,412 shares of Serve Robotics worth $292K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,734 Serve Robotics shares in Q2 2026, an estimated $31.2K.
  • Serve Robotics made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3472 holding.
  • Cambridge Investment Research Advisors first reported a position in Serve Robotics in Q4 2024 and has held it in 7 quarters since.
  • Cambridge Investment Research Advisors's Serve Robotics position peaked at $839K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.