Geode Capital Management
SERV

Geode Capital Management’s Serve Robotics SERV Stock Holding History

Geode Capital Management’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 		$13.1M Buy
1,546,666
+88,701
+6% +$959K ﹤0.01% 2223
2025
Q4 		$15.1M Buy
1,457,965
+328,405
+29% +$3.94M ﹤0.01% 2164
2025
Q3 		$13.1M Buy
1,129,560
+250,892
+29% +$2.75M ﹤0.01% 2251
2025
Q2 		$10.1M Buy
878,668
+560,361
+176% +$4.92M ﹤0.01% 2359
2025
Q1 		$1.83M Buy
318,307
+139,527
+78% +$1.83M ﹤0.01% 3067
2024
Q4 		$2.41M Buy
178,780
+47,927
+37% +$503K ﹤0.01% 3062
2024
Q3 		$1.04M Buy
130,853
+73,496
+128% +$634K ﹤0.01% 3344
2024
Q2 		$112K Buy
+57,357
New +$154K ﹤0.01% 4107

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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return