HighTower Advisors
SERV

HighTower Advisors’s Serve Robotics SERV Stock Holding History

HighTower 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 		$120K Buy
18,176
+8,160
+81% +$68.1K ﹤0.01% 3636
2026
Q1 		$84.5K Sell
10,016
-1,492
-13% -$16.1K ﹤0.01% 3656
2025
Q4 		$119K Buy
+11,508
New +$138K ﹤0.01% 3477

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
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

HighTower Advisors's SERV Position: Q2 2026 in Review

HighTower Advisors increased its Serve Robotics (SERV) stake by 81% in Q2 2026, buying an estimated $68.1K and bringing the position to 18,176 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

HighTower Advisors first reported a position in SERV in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • HighTower Advisors held 18,176 shares of Serve Robotics worth $120K as of Q2 2026.
  • HighTower Advisors bought 8,160 Serve Robotics shares in Q2 2026, an estimated $68.1K.
  • Serve Robotics made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3636 holding.
  • HighTower Advisors first reported a position in Serve Robotics in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.