IA
SERV

IFP Advisors’s Serve Robotics SERV Stock Holding History

IFP 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 		$13.9K Buy
2,116
+2,000
+1,724% +$16.7K ﹤0.01% 3188
2026
Q1 		$979 Sell
116
-29,693
-100% -$321K ﹤0.01% 4222
2025
Q4 		$309K Buy
+29,809
New +$358K 0.01% 1144
2025
Q3 		– Sell
-50
Closed -$572 – 4960
2025
Q2 		$572 Sell
50
-2,850
-98% -$25K ﹤0.01% 4400
2025
Q1 		$16.7K Buy
+2,900
New +$38K ﹤0.01% 2369

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

IFP Advisors's SERV Position: Q2 2026 in Review

IFP Advisors increased its Serve Robotics (SERV) stake by 1,724% in Q2 2026, buying an estimated $16.7K and bringing the position to 2,116 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

IFP Advisors first reported a position in SERV in Q1 2025 and has held it in 5 quarters since. The position peaked at $309K in Q4 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • IFP Advisors held 2,116 shares of Serve Robotics worth $13.9K as of Q2 2026.
  • IFP Advisors bought 2,000 Serve Robotics shares in Q2 2026, an estimated $16.7K.
  • Serve Robotics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3188 holding.
  • IFP Advisors first reported a position in Serve Robotics in Q1 2025 and has held it in 5 quarters since.
  • IFP Advisors's Serve Robotics position peaked at $309K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.