DB
SERV

Dmitry Balyasny’s Serve Robotics SERV Stock Holding History

Dmitry Balyasny’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
-149,452
Closed -$1.26M – 3583
2026
Q1 		$1.26M Buy
149,452
+135,060
+938% +$1.46M ﹤0.01% 1982
2025
Q4 		$149K Buy
14,392
+350
+2% +$4.2K ﹤0.01% 2923
2025
Q3 		$163K Buy
+14,042
New +$154K ﹤0.01% 2751
2025
Q2 		– Sell
-215,345
Closed -$1.24M – 3460
2025
Q1 		$1.24M Buy
+215,345
New +$2.82M ﹤0.01% 1905
2024
Q4 		– Sell
-30,475
Closed -$242K – 3353
2024
Q3 		$242K Buy
+30,475
New +$263K ﹤0.01% 2513

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Dmitry Balyasny's SERV Position: Q2 2026 in Review

Dmitry Balyasny sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 149,452 shares — an estimated $1.26M sold.

Dmitry Balyasny first reported a position in SERV in Q3 2024 and held it in 5 quarters. The position peaked at $1.26M in Q1 2026. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Dmitry Balyasny reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 149,452 Serve Robotics shares in Q2 2026, an estimated $1.26M.
  • Dmitry Balyasny first reported a position in Serve Robotics in Q3 2024 and held it in 5 quarters.
  • Dmitry Balyasny's Serve Robotics position peaked at $1.26M in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.