LTI
SERV icon

Laffer Tengler Investments’s Serve Robotics SERV Stock Holding History

Laffer Tengler Investments’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 		$266K Buy
40,404
+12,112
+43% +$101K 0.03% 163
2026
Q1 		$239K Buy
28,292
+9,937
+54% +$107K 0.04% 173
2025
Q4 		$191K Buy
+18,355
New +$220K 0.03% 180

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 $3.38T AUM 44.17% 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
Exchange Traded Concepts
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

Laffer Tengler Investments's SERV Position: Q2 2026 in Review

Laffer Tengler Investments increased its Serve Robotics (SERV) stake by 43% in Q2 2026, buying an estimated $101K and bringing the position to 40,404 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #163.

Laffer Tengler Investments 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.

  • Laffer Tengler Investments held 40,404 shares of Serve Robotics worth $266K as of Q2 2026.
  • Laffer Tengler Investments bought 12,112 Serve Robotics shares in Q2 2026, an estimated $101K.
  • Serve Robotics made up 0.03% of Laffer Tengler Investments's portfolio in Q2 2026, its #163 holding.
  • Laffer Tengler Investments 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 Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.