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
Q2 		$1.79K Hold
272
– – ﹤0.01% 372
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 $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

Marshall Investment Management's SERV Position: Q2 2026 in Review

Marshall Investment Management held its Serve Robotics (SERV) position steady in Q2 2026 at 272 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Marshall Investment Management first reported a position in SERV in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.3K in Q1 2026. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Marshall Investment Management held 272 shares of Serve Robotics worth $1.79K as of Q2 2026.
  • Marshall Investment Management left its Serve Robotics share count unchanged in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #372 holding.
  • Marshall Investment Management first reported a position in Serve Robotics in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's Serve Robotics position peaked at $2.3K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.