D.J. St. Germain’s Serve Robotics SERV Stock Holding History

D.J. St. Germain’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	–	Sell	-1,275	Closed	-$10.8K	–	957
2026 Q1	$10.8K	Buy	+1,275	New	+$13.8K	﹤0.01%	656

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

D.J. St. Germain's SERV Position: Q2 2026 in Review

D.J. St. Germain sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 1,275 shares — an estimated $10.8K sold.

D.J. St. Germain first reported a position in SERV in Q1 2026 and held it in 1 quarter. The position peaked at $10.8K in Q1 2026. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

D.J. St. Germain reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
D.J. St. Germain sold 1,275 Serve Robotics shares in Q2 2026, an estimated $10.8K.
D.J. St. Germain first reported a position in Serve Robotics in Q1 2026 and held it in 1 quarter.
D.J. St. Germain's Serve Robotics position peaked at $10.8K in Q1 2026.
194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.