CCM
SERV

Capstone Capital Management’s Serve Robotics SERV Stock Holding History

Capstone Capital 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 		$428K Buy
+65,076
New +$543K 0.19% 136

Other funds holding SERV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Capstone Capital Management's SERV Position: Q2 2026 in Review

Capstone Capital Management opened a new position in Serve Robotics (SERV) in Q2 2026: 65,076 shares worth $428K. The stake represents 0.19% of the portfolio and ranks #136 among its holdings.

23 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Capstone Capital Management held 65,076 shares of Serve Robotics worth $428K as of Q2 2026.
  • Serve Robotics was a new Capstone Capital Management position in Q2 2026.
  • Serve Robotics made up 0.19% of Capstone Capital Management's portfolio in Q2 2026, its #136 holding.
  • 23 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Capstone Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.