Global Retirement Partners
SERV icon

Global Retirement Partners’s Serve Robotics SERV Stock Holding History

Global Retirement Partners’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 		$72.9K Buy
+11,080
New +$92.5K ﹤0.01% 2272
2025
Q4 		$10.4K Sell
1,001
-12,500
-93% -$150K ﹤0.01% 3142
2025
Q3 		$157K Buy
13,501
+12,501
+1,250% +$137K ﹤0.01% 1301
2025
Q2 		$11.4K Buy
+1,000
New +$8.79K ﹤0.01% 2551

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Susquehanna International Group
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Exchange Traded Concepts
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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

Global Retirement Partners's SERV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Serve Robotics (SERV) in Q2 2026: 11,080 shares worth $72.9K. The stake represents ﹤0.01% of the portfolio and ranks #2272 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SERV as recently as Q4 2025.

Global Retirement Partners first reported a position in SERV in Q2 2025 and has held it in 4 quarters since. The position peaked at $157K in Q3 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Global Retirement Partners held 11,080 shares of Serve Robotics worth $72.9K as of Q2 2026.
  • Serve Robotics was a new Global Retirement Partners position in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2272 holding.
  • Global Retirement Partners first reported a position in Serve Robotics in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Serve Robotics position peaked at $157K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.