Morgan Stanley’s Serve Robotics SERV Stock Holding History

Morgan Stanley’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	$5.64M	Buy	857,318 +170,367	+25%	+$1.42M	﹤0.01%	4149
2026 Q1	$5.8M	Buy	686,951 +256,032	+59%	+$2.77M	﹤0.01%	4031
2025 Q4	$4.47M	Sell	430,919 -57,737	-12%	-$693K	﹤0.01%	4262
2025 Q3	$5.68M	Sell	488,656 -394,547	-45%	-$4.33M	﹤0.01%	4044
2025 Q2	$10.1M	Buy	883,203 +469,710	+114%	+$4.13M	﹤0.01%	3432
2025 Q1	$2.38M	Buy	413,493 +322,046	+352%	+$4.22M	﹤0.01%	4491
2024 Q4	$1.23M	Buy	91,447 +74,040	+425%	+$778K	﹤0.01%	4981
2024 Q3	$138K	Buy	+17,407	New	+$150K	﹤0.01%	5878

Other funds holding SERV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley's SERV Position: Q2 2026 in Review

Morgan Stanley increased its Serve Robotics (SERV) stake by 25% in Q2 2026, buying an estimated $1.42M and bringing the position to 857,318 shares worth $5.64M. The position accounts for ﹤0.01% of the portfolio, ranked #4149.

Morgan Stanley first reported a position in SERV in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q2 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

Morgan Stanley held 857,318 shares of Serve Robotics worth $5.64M as of Q2 2026.
Morgan Stanley bought 170,367 Serve Robotics shares in Q2 2026, an estimated $1.42M.
Serve Robotics made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4149 holding.
Morgan Stanley first reported a position in Serve Robotics in Q3 2024 and has held it in 8 quarters since.
Morgan Stanley's Serve Robotics position peaked at $10.1M in Q2 2025.
195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.