Commonwealth Equity Services’s Serve Robotics SERV Stock Holding History

Commonwealth Equity Services’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	$1.15M	Sell	174,574 -13,506	-7%	-$113K	﹤0.01%	2620
2026 Q1	$1.59M	Buy	188,080 +13,900	+8%	+$150K	﹤0.01%	2206
2025 Q4	$1.81M	Buy	174,180 +681	+0.4%	+$8.18K	﹤0.01%	2072
2025 Q3	$2.02M	Buy	173,499 +157,864	+1,010%	+$1.73M	﹤0.01%	1977
2025 Q2	$179K	Sell	15,635 -3,067	-16%	-$27K	﹤0.01%	3944
2025 Q1	$108K	Buy	18,702 +348	+2%	+$4.57K	﹤0.01%	3978
2024 Q4	$248K	Buy	+18,354	New	+$193K	﹤0.01%	3583

Other funds holding SERV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Commonwealth Equity Services's SERV Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Serve Robotics (SERV) stake by 7.2% in Q2 2026, selling an estimated $113K and leaving 174,574 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Commonwealth Equity Services first reported a position in SERV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q3 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

Commonwealth Equity Services held 174,574 shares of Serve Robotics worth $1.15M as of Q2 2026.
Commonwealth Equity Services sold 13,506 Serve Robotics shares in Q2 2026, an estimated $113K.
Serve Robotics made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2620 holding.
Commonwealth Equity Services first reported a position in Serve Robotics in Q4 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's Serve Robotics position peaked at $2.02M in Q3 2025.
195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.