CWR
SERV

Chico Wealth RIA’s Serve Robotics SERV Stock Holding History

Chico Wealth RIA’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
2025
Q4 		– Sell
-29,473
Closed -$343K – 34
2025
Q3 		$343K Buy
+29,473
New +$323K 0.23% 27

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Chico Wealth RIA's SERV Position: Q4 2025 in Review

Chico Wealth RIA sold out of Serve Robotics (SERV) in Q4 2025, closing a stake of 29,473 shares — an estimated $343K sold.

Chico Wealth RIA first reported a position in SERV in Q3 2025 and held it in 1 quarter. The position peaked at $343K in Q3 2025. 186 funds tracked by Wall St. Rank hold SERV as of Q4 2025.

  • Chico Wealth RIA reported no remaining Serve Robotics position as of Q4 2025 after selling out during the quarter.
  • Chico Wealth RIA sold 29,473 Serve Robotics shares in Q4 2025, an estimated $343K.
  • Chico Wealth RIA first reported a position in Serve Robotics in Q3 2025 and held it in 1 quarter.
  • Chico Wealth RIA's Serve Robotics position peaked at $343K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2025.

Based on Chico Wealth RIA's 13F filing for Q4 2025, filed 10 Feb 2026.