CT
SERV

Clearstead Trust’s Serve Robotics SERV Stock Holding History

Clearstead Trust’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 		$6.63K Hold
1,007
– – ﹤0.01% 716
2026
Q1 		$8.5K Hold
1,007
– – ﹤0.01% 625
2025
Q4 		$10.5K Buy
+1,007
New +$12.1K ﹤0.01% 579

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

Clearstead Trust's SERV Position: Q2 2026 in Review

Clearstead Trust held its Serve Robotics (SERV) position steady in Q2 2026 at 1,007 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Clearstead Trust first reported a position in SERV in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.5K in Q4 2025. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Clearstead Trust held 1,007 shares of Serve Robotics worth $6.63K as of Q2 2026.
  • Clearstead Trust left its Serve Robotics share count unchanged in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #716 holding.
  • Clearstead Trust first reported a position in Serve Robotics in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's Serve Robotics position peaked at $10.5K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

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