FIA
SERV

Foundations Investment Advisors’s Serve Robotics SERV Stock Holding History

Foundations Investment 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
Q1 		$143K Buy
16,930
+5,062
+43% +$54.7K ﹤0.01% 1131
2025
Q4 		$123K Buy
+11,868
New +$143K ﹤0.01% 1085

Other funds holding SERV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundations Investment Advisors's SERV Position: Q1 2026 in Review

Foundations Investment Advisors increased its Serve Robotics (SERV) stake by 43% in Q1 2026, buying an estimated $54.7K and bringing the position to 16,930 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Foundations Investment Advisors first reported a position in SERV in Q4 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Foundations Investment Advisors held 16,930 shares of Serve Robotics worth $143K as of Q1 2026.
  • Foundations Investment Advisors bought 5,062 Serve Robotics shares in Q1 2026, an estimated $54.7K.
  • Serve Robotics made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1131 holding.
  • Foundations Investment Advisors first reported a position in Serve Robotics in Q4 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.