ML
SERV

McAdam LLC’s Serve Robotics SERV Stock Holding History

McAdam LLC’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
-15,715
Closed -$133K – 553
2026
Q1 		$133K Sell
15,715
-1,240
-7% -$13.4K 0.01% 425
2025
Q4 		$176K Buy
+16,955
New +$204K 0.01% 408

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

McAdam LLC's SERV Position: Q2 2026 in Review

McAdam LLC sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 15,715 shares — an estimated $133K sold.

McAdam LLC first reported a position in SERV in Q4 2025 and held it in 2 quarters. The position peaked at $176K in Q4 2025. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • McAdam LLC reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • McAdam LLC sold 15,715 Serve Robotics shares in Q2 2026, an estimated $133K.
  • McAdam LLC first reported a position in Serve Robotics in Q4 2025 and held it in 2 quarters.
  • McAdam LLC's Serve Robotics position peaked at $176K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.