Concurrent Investment Advisors’s Serve Robotics SERV Stock Holding History

Concurrent Investment 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	$71.3K	Buy	+10,843	New	+$90.5K	﹤0.01%	2053

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 $3.37T AUM 44.26% 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

ETC

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

Concurrent Investment Advisors's SERV Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Serve Robotics (SERV) in Q2 2026: 10,843 shares worth $71.3K. The stake represents ﹤0.01% of the portfolio and ranks #2053 among its holdings.

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

Concurrent Investment Advisors held 10,843 shares of Serve Robotics worth $71.3K as of Q2 2026.
Serve Robotics was a new Concurrent Investment Advisors position in Q2 2026.
Serve Robotics made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2053 holding.
194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.