Harbour Capital Advisors’s Serve Robotics SERV Stock Holding History

Harbour Capital 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	$155K	Buy	+26,190	New	+$219K	0.03%	297
2026 Q1	–	Sell	-38,810	Closed	-$459K	–	327
2025 Q4	$459K	Sell	38,810 -6,725	-15%	-$80.8K	0.09%	184
2025 Q3	$648K	Sell	45,535 -1,475	-3%	-$16.2K	0.13%	159
2025 Q2	$515K	Sell	47,010 -1,485	-3%	-$13.1K	0.11%	177
2025 Q1	$262K	Sell	48,495 -1,870	-4%	-$24.5K	0.06%	236
2024 Q4	$958K	Buy	50,365 +25,475	+102%	+$268K	0.21%	100
2024 Q3	$251K	Buy	+24,890	New	+$215K	0.06%	253

Other funds holding SERV

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 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Harbour Capital Advisors's SERV Position: Q2 2026 in Review

Harbour Capital Advisors opened a new position in Serve Robotics (SERV) in Q2 2026: 26,190 shares worth $155K. The stake represents 0.03% of the portfolio and ranks #297 among its holdings. This is a return to the name: Harbour Capital Advisors previously reported a position in SERV as recently as Q4 2025.

Harbour Capital Advisors first reported a position in SERV in Q3 2024 and has held it in 7 quarters since. The position peaked at $958K in Q4 2024. 11 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

Harbour Capital Advisors held 26,190 shares of Serve Robotics worth $155K as of Q2 2026.
Serve Robotics was a new Harbour Capital Advisors position in Q2 2026.
Serve Robotics made up 0.03% of Harbour Capital Advisors's portfolio in Q2 2026, its #297 holding.
Harbour Capital Advisors first reported a position in Serve Robotics in Q3 2024 and has held it in 7 quarters since.
Harbour Capital Advisors's Serve Robotics position peaked at $958K in Q4 2024.
11 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.