MIM
SERV

Marshall Investment Management’s Serve Robotics SERV Stock Holding History

Marshall 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
Q1 		$2.3K Buy
+272
New +$2.94K ﹤0.01% 243
2025
Q2 		– Sell
-272
Closed -$1.56K – 245
2025
Q1 		$1.56K Buy
+272
New +$3.57K ﹤0.01% 224

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 $21.9B AUM 68.6% 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

Marshall Investment Management's SERV Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Serve Robotics (SERV) in Q1 2026: 272 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in SERV as recently as Q1 2025.

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

  • Marshall Investment Management held 272 shares of Serve Robotics worth $2.3K as of Q1 2026.
  • Serve Robotics was a new Marshall Investment Management position in Q1 2026.
  • Serve Robotics made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #243 holding.
  • Marshall Investment Management first reported a position in Serve Robotics in Q1 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 Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.