Creative Planning’s Serve Robotics SERV Stock Holding History
Bought
Maintained
Sold
Other funds holding SERV
Creative Planning's SERV Position: Q2 2026 in Review
Creative Planning reduced its Serve Robotics (SERV) stake by 1.3% in Q2 2026, selling an estimated $2.29K and leaving 20,385 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3985.
Creative Planning first reported a position in SERV in Q1 2025 and has held it in 6 quarters since. The position peaked at $190K in Q4 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.
- Creative Planning held 20,385 shares of Serve Robotics worth $134K as of Q2 2026.
- Creative Planning sold 274 Serve Robotics shares in Q2 2026, an estimated $2.29K.
- Serve Robotics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3985 holding.
- Creative Planning first reported a position in Serve Robotics in Q1 2025 and has held it in 6 quarters since.
- Creative Planning's Serve Robotics position peaked at $190K in Q4 2025.
- 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.