GI
SERV

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
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

HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

GAMMA Investing's SERV Position: Q2 2026 in Review

GAMMA Investing reduced its Serve Robotics (SERV) stake by 0.81% in Q2 2026, selling an estimated $42 and leaving 611 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3563.

GAMMA Investing first reported a position in SERV in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.2K in Q1 2026. 12 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • GAMMA Investing held 611 shares of Serve Robotics worth $4.02K as of Q2 2026.
  • GAMMA Investing sold 5 Serve Robotics shares in Q2 2026, an estimated $42.
  • Serve Robotics made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3563 holding.
  • GAMMA Investing first reported a position in Serve Robotics in Q3 2025 and has held it in 4 quarters since.
  • GAMMA Investing's Serve Robotics position peaked at $5.2K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.