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Modus Advisors’s Serve Robotics SERV Stock Holding History

Modus Advisors’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 		– Sell
-12
Closed -$125 – 351
2025
Q4 		$125 Buy
+12
New +$144 ﹤0.01% 350

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
U
Uber San Francisco, California $4.51B AUM 1.92% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Modus Advisors's SERV Position: Q1 2026 in Review

Modus Advisors sold out of Serve Robotics (SERV) in Q1 2026, closing a stake of 12 shares — an estimated $125 sold.

Modus Advisors first reported a position in SERV in Q4 2025 and held it in 1 quarter. The position peaked at $125 in Q4 2025. 198 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Modus Advisors reported no remaining Serve Robotics position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 12 Serve Robotics shares in Q1 2026, an estimated $125.
  • Modus Advisors first reported a position in Serve Robotics in Q4 2025 and held it in 1 quarter.
  • Modus Advisors's Serve Robotics position peaked at $125 in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.