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
Q2 		$74.6K Buy
11,335
+400
+4% +$3.34K ﹤0.01% 4715
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 $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 $3.37T AUM 44.26% 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
ETC
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

Cetera Investment Advisers's SERV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Serve Robotics (SERV) stake by 3.7% in Q2 2026, buying an estimated $3.34K and bringing the position to 11,335 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4715.

Cetera Investment Advisers first reported a position in SERV in Q3 2025 and has held it in 4 quarters since. The position peaked at $131K in Q3 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Cetera Investment Advisers held 11,335 shares of Serve Robotics worth $74.6K as of Q2 2026.
  • Cetera Investment Advisers bought 400 Serve Robotics shares in Q2 2026, an estimated $3.34K.
  • Serve Robotics made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4715 holding.
  • Cetera Investment Advisers first reported a position in Serve Robotics in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Serve Robotics position peaked at $131K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.