Citadel Advisors
SERV

Citadel Advisors’s Serve Robotics SERV Stock Holding History

Citadel Advisors’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 		$12.9M Buy
1,530,900
+668,200
+77% +$7.23M ﹤0.01% 2885
2025
Q4 		$8.95M Sell
862,700
-78,800
-8% -$946K ﹤0.01% 3408
2025
Q3 		$10.9M Buy
941,500
+505,500
+116% +$5.54M ﹤0.01% 3143
2025
Q2 		$4.99M Sell
436,000
-7,700
-2% -$67.7K ﹤0.01% 4122
2025
Q1 		$2.55M Buy
443,700
+217,900
+97% +$2.86M ﹤0.01% 5065
2024
Q4 		$3.05M Buy
225,800
+119,400
+112% +$1.25M ﹤0.01% 4807
2024
Q3 		$846K Buy
+106,400
New +$918K ﹤0.01% 7197

Other funds holding SERV

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VCM
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U
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ETC
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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