GAMMA Investing
SERV icon

GAMMA Investing’s Serve Robotics SERV Stock Holding History

GAMMA Investing’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
Q3 		$5.09K Buy
1,094
+483
+79% +$2.42K ﹤0.01% 3640
2026
Q2 		$4.02K Sell
611
-5
-0.8% -$42 ﹤0.01% 3563
2026
Q1 		$5.2K Buy
616
+177
+40% +$1.91K ﹤0.01% 3344
2025
Q4 		$4.56K Buy
439
+384
+698% +$4.61K ﹤0.01% 3325
2025
Q3 		$640 Buy
+55
New +$603 ﹤0.01% 3685

Other funds holding SERV

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's SERV Position: Q3 2026 in Review

GAMMA Investing increased its Serve Robotics (SERV) stake by 79% in Q3 2026, buying an estimated $2.42K and bringing the position to 1,094 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

GAMMA Investing first reported a position in SERV in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.2K in Q1 2026. 8 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • GAMMA Investing held 1,094 shares of Serve Robotics worth $5.09K as of Q3 2026.
  • GAMMA Investing bought 483 Serve Robotics shares in Q3 2026, an estimated $2.42K.
  • Serve Robotics made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3640 holding.
  • GAMMA Investing first reported a position in Serve Robotics in Q3 2025 and has held it in 5 quarters since.
  • GAMMA Investing's Serve Robotics position peaked at $5.2K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.