Cetera Investment Advisers
SERV

Cetera Investment Advisers’s Serve Robotics SERV Stock Holding History

Cetera Investment Advisers’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 		$92.3K Buy
10,935
+194
+2% +$2.1K ﹤0.01% 4480
2025
Q4 		$111K Sell
10,741
-489
-4% -$5.87K ﹤0.01% 4374
2025
Q3 		$131K Buy
+11,230
New +$123K ﹤0.01% 4273

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 $21.9B AUM 68.6% 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

Cetera Investment Advisers's SERV Position: Q1 2026 in Review

Cetera Investment Advisers increased its Serve Robotics (SERV) stake by 1.8% in Q1 2026, buying an estimated $2.1K and bringing the position to 10,935 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4480.

Cetera Investment Advisers first reported a position in SERV in Q3 2025 and has held it in 3 quarters since. The position peaked at $131K in Q3 2025. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Cetera Investment Advisers held 10,935 shares of Serve Robotics worth $92.3K as of Q1 2026.
  • Cetera Investment Advisers bought 194 Serve Robotics shares in Q1 2026, an estimated $2.1K.
  • Serve Robotics made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4480 holding.
  • Cetera Investment Advisers first reported a position in Serve Robotics in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Serve Robotics position peaked at $131K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.