MCM
SERV

MAI Capital Management’s Serve Robotics SERV Stock Holding History

MAI Capital 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
Q1 		$21.3K Buy
2,523
+1,023
+68% +$11.1K ﹤0.01% 2755
2025
Q4 		$15.6K Buy
+1,500
New +$18K ﹤0.01% 2645

Other funds holding SERV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MAI Capital Management's SERV Position: Q1 2026 in Review

MAI Capital Management increased its Serve Robotics (SERV) stake by 68% in Q1 2026, buying an estimated $11.1K and bringing the position to 2,523 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

MAI Capital Management first reported a position in SERV in Q4 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • MAI Capital Management held 2,523 shares of Serve Robotics worth $21.3K as of Q1 2026.
  • MAI Capital Management bought 1,023 Serve Robotics shares in Q1 2026, an estimated $11.1K.
  • Serve Robotics made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2755 holding.
  • MAI Capital Management first reported a position in Serve Robotics in Q4 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.