JO
SERV

John Overdeck’s Serve Robotics SERV Stock Holding History

John Overdeck’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 		– Sell
-52,147
Closed -$440K – 5508
2026
Q1 		$440K Sell
52,147
-60,500
-54% -$654K ﹤0.01% 3811
2025
Q4 		$1.17M Sell
112,647
-3,343
-3% -$40.1K ﹤0.01% 2813
2025
Q3 		$1.35M Sell
115,990
-89,216
-43% -$978K ﹤0.01% 2388
2025
Q2 		$2.35M Sell
205,206
-359,310
-64% -$3.16M ﹤0.01% 1721
2025
Q1 		$3.25M Buy
564,516
+504,112
+835% +$6.61M 0.01% 1390
2024
Q4 		$815K Buy
+60,404
New +$634K ﹤0.01% 2303

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

John Overdeck's SERV Position: Q2 2026 in Review

John Overdeck sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 52,147 shares — an estimated $440K sold.

John Overdeck first reported a position in SERV in Q4 2024 and held it in 6 quarters. The position peaked at $3.25M in Q1 2025. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • John Overdeck reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 52,147 Serve Robotics shares in Q2 2026, an estimated $440K.
  • John Overdeck first reported a position in Serve Robotics in Q4 2024 and held it in 6 quarters.
  • John Overdeck's Serve Robotics position peaked at $3.25M in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.