IAIM
SERV

International Assets Investment Management’s Serve Robotics SERV Stock Holding History

International Assets Investment Management’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 		$153K Buy
23,400
+2,190
+10% +$18.3K 0.01% 952
2026
Q1 		$178K Buy
21,210
+3,660
+21% +$39.6K 0.01% 845
2025
Q4 		$182K Buy
+17,550
New +$211K 0.01% 841

Other funds holding SERV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

International Assets Investment Management's SERV Position: Q2 2026 in Review

International Assets Investment Management increased its Serve Robotics (SERV) stake by 10% in Q2 2026, buying an estimated $18.3K and bringing the position to 23,400 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #952.

International Assets Investment Management first reported a position in SERV in Q4 2025 and has held it in 3 quarters since. The position peaked at $182K in Q4 2025. 45 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • International Assets Investment Management held 23,400 shares of Serve Robotics worth $153K as of Q2 2026.
  • International Assets Investment Management bought 2,190 Serve Robotics shares in Q2 2026, an estimated $18.3K.
  • Serve Robotics made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #952 holding.
  • International Assets Investment Management first reported a position in Serve Robotics in Q4 2025 and has held it in 3 quarters since.
  • International Assets Investment Management's Serve Robotics position peaked at $182K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.