Hazlett, Burt & Watson
SERV icon

Hazlett, Burt & Watson’s Serve Robotics SERV Stock Holding History

Hazlett, Burt & Watson’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
Q3 		– Sell
-130
Closed -$1K – 950
2026
Q2 		$1K Buy
+130
New +$1.08K ﹤0.01% 893
2025
Q2 		– Sell
-170
Closed -$1K – 877
2025
Q1 		$1K Buy
+170
New +$2.23K ﹤0.01% 775

Other funds holding SERV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlphaCentric Advisors
AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return

Hazlett, Burt & Watson's SERV Position: Q3 2026 in Review

Hazlett, Burt & Watson sold out of Serve Robotics (SERV) in Q3 2026, closing a stake of 130 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in SERV in Q1 2025 and held it in 2 quarters. The position peaked at $1K in Q2 2026. 67 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • Hazlett, Burt & Watson reported no remaining Serve Robotics position as of Q3 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 130 Serve Robotics shares in Q3 2026, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in Serve Robotics in Q1 2025 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Serve Robotics position peaked at $1K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.