EverSource Wealth Advisors
SERV icon

EverSource Wealth Advisors’s Serve Robotics SERV Stock Holding History

EverSource Wealth 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
2026
Q2 		$19.8K Sell
3,003
-2,271
-43% -$19K ﹤0.01% 2441
2026
Q1 		$44.5K Buy
5,274
+2,082
+65% +$22.5K ﹤0.01% 1989
2025
Q4 		$33.1K Buy
3,192
+2,392
+299% +$28.7K ﹤0.01% 2032
2025
Q3 		$9.3K Buy
800
+54
+7% +$592 ﹤0.01% 2859
2025
Q2 		$8.53K Buy
746
+246
+49% +$2.16K ﹤0.01% 2905
2025
Q1 		$2.88K Buy
+500
New +$6.56K ﹤0.01% 2749

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 $3.38T AUM 44.17% 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
Exchange Traded Concepts
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

EverSource Wealth Advisors's SERV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Serve Robotics (SERV) stake by 43% in Q2 2026, selling an estimated $19K and leaving 3,003 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

EverSource Wealth Advisors first reported a position in SERV in Q1 2025 and has held it in 6 quarters since. The position peaked at $44.5K in Q1 2026. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • EverSource Wealth Advisors held 3,003 shares of Serve Robotics worth $19.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,271 Serve Robotics shares in Q2 2026, an estimated $19K.
  • Serve Robotics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2441 holding.
  • EverSource Wealth Advisors first reported a position in Serve Robotics in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Serve Robotics position peaked at $44.5K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.