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FORA Capital’s Serve Robotics SERV Stock Holding History

FORA Capital’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 		$75.8K Sell
11,506
-6,282
-35% -$52.5K 0.01% 343
2026
Q1 		$150K Buy
+17,788
New +$192K 0.01% 407

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

FORA Capital's SERV Position: Q2 2026 in Review

FORA Capital reduced its Serve Robotics (SERV) stake by 35% in Q2 2026, selling an estimated $52.5K and leaving 11,506 shares worth $75.8K. The position accounts for 0.01% of the portfolio, ranked #343.

FORA Capital first reported a position in SERV in Q1 2026 and has held it in 2 quarters since. The position peaked at $150K in Q1 2026. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • FORA Capital held 11,506 shares of Serve Robotics worth $75.8K as of Q2 2026.
  • FORA Capital sold 6,282 Serve Robotics shares in Q2 2026, an estimated $52.5K.
  • Serve Robotics made up 0.01% of FORA Capital's portfolio in Q2 2026, its #343 holding.
  • FORA Capital first reported a position in Serve Robotics in Q1 2026 and has held it in 2 quarters since.
  • FORA Capital's Serve Robotics position peaked at $150K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.