CoreCap Advisors
SERV icon

CoreCap Advisors’s Serve Robotics SERV Stock Holding History

CoreCap 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
2025
Q4 		– Sell
-250
Closed -$2.91K – 3074
2025
Q3 		$2.91K Sell
250
-280
-53% -$3.07K ﹤0.01% 2301
2025
Q2 		$6.06K Buy
530
+95
+22% +$835 ﹤0.01% 2061
2025
Q1 		$2.5K Buy
435
+155
+55% +$2.03K ﹤0.01% 2293
2024
Q4 		$3.78K Hold
280
– – ﹤0.01% 2041
2024
Q3 		$2.23K Hold
280
– – ﹤0.01% 2165
2024
Q2 		$546 Buy
+280
New +$753 ﹤0.01% 1440

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Uber
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

CoreCap Advisors's SERV Position: Q4 2025 in Review

CoreCap Advisors sold out of Serve Robotics (SERV) in Q4 2025, closing a stake of 250 shares — an estimated $2.91K sold.

CoreCap Advisors first reported a position in SERV in Q2 2024 and held it in 6 quarters. The position peaked at $6.06K in Q2 2025. 186 funds tracked by Wall St. Rank hold SERV as of Q4 2025.

  • CoreCap Advisors reported no remaining Serve Robotics position as of Q4 2025 after selling out during the quarter.
  • CoreCap Advisors sold 250 Serve Robotics shares in Q4 2025, an estimated $2.91K.
  • CoreCap Advisors first reported a position in Serve Robotics in Q2 2024 and held it in 6 quarters.
  • CoreCap Advisors's Serve Robotics position peaked at $6.06K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2025.

Based on CoreCap Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.