Carson Wealth (CWM LLC)
SERV icon

Carson Wealth (CWM LLC)’s Serve Robotics SERV Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.68K Sell
673
-2,766
-80% -$29.9K ﹤0.01% 4978
2025
Q4 		$36K Buy
3,439
+2,879
+514% +$34.6K ﹤0.01% 3840
2025
Q3 		$7K Sell
560
-540
-49% -$5.92K ﹤0.01% 4645
2025
Q2 		$13K Hold
1,100
– – ﹤0.01% 4186
2025
Q1 		$6K Buy
1,100
+1,000
+1,000% +$13.1K ﹤0.01% 4415
2024
Q4 		$1K Buy
+100
New +$1.05K ﹤0.01% 4852

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
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SERV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Serve Robotics (SERV) stake by 80% in Q1 2026, selling an estimated $29.9K and leaving 673 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #4978.

Carson Wealth (CWM LLC) first reported a position in SERV in Q4 2024 and has held it in 6 quarters since. The position peaked at $36K in Q4 2025. 198 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 673 shares of Serve Robotics worth $5.68K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,766 Serve Robotics shares in Q1 2026, an estimated $29.9K.
  • Serve Robotics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4978 holding.
  • Carson Wealth (CWM LLC) first reported a position in Serve Robotics in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Serve Robotics position peaked at $36K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.