CA
SERV

Clearstead Advisors’s Serve Robotics SERV Stock Holding History

Clearstead 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
Q2 		$20 Buy
+3
New +$25 ﹤0.01% 3585

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Clearstead Advisors's SERV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Serve Robotics (SERV) in Q2 2026: 3 shares worth $20. The stake represents ﹤0.01% of the portfolio and ranks #3585 among its holdings.

87 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Clearstead Advisors held 3 shares of Serve Robotics worth $20 as of Q2 2026.
  • Serve Robotics was a new Clearstead Advisors position in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3585 holding.
  • 87 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.