Envestnet Asset Management
SERV

Envestnet Asset Management’s Serve Robotics SERV Stock Holding History

Envestnet Asset Management’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 		$179K Buy
27,228
+1,973
+8% +$16.5K ﹤0.01% 4657
2026
Q1 		$213K Buy
25,255
+5,097
+25% +$55.1K ﹤0.01% 4480
2025
Q4 		$209K Buy
20,158
+8,297
+70% +$99.6K ﹤0.01% 4247
2025
Q3 		$138K Buy
+11,861
New +$130K ﹤0.01% 4385

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

Envestnet Asset Management's SERV Position: Q2 2026 in Review

Envestnet Asset Management increased its Serve Robotics (SERV) stake by 7.8% in Q2 2026, buying an estimated $16.5K and bringing the position to 27,228 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #4657.

Envestnet Asset Management first reported a position in SERV in Q3 2025 and has held it in 4 quarters since. The position peaked at $213K in Q1 2026. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Envestnet Asset Management held 27,228 shares of Serve Robotics worth $179K as of Q2 2026.
  • Envestnet Asset Management bought 1,973 Serve Robotics shares in Q2 2026, an estimated $16.5K.
  • Serve Robotics made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4657 holding.
  • Envestnet Asset Management first reported a position in Serve Robotics in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's Serve Robotics position peaked at $213K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.