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
Q2 		– Sell
-16,930
Closed -$143K – 1325
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 $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

Foundations Investment Advisors's SERV Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 16,930 shares — an estimated $143K sold.

Foundations Investment Advisors first reported a position in SERV in Q4 2025 and held it in 2 quarters. The position peaked at $143K in Q1 2026. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 16,930 Serve Robotics shares in Q2 2026, an estimated $143K.
  • Foundations Investment Advisors first reported a position in Serve Robotics in Q4 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's Serve Robotics position peaked at $143K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.