HCA
SERV

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
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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