N.E.W. Advisory Services’s Serve Robotics SERV Stock Holding History

N.E.W. Advisory Services’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	$32.9K	Sell	5,000 -196	-4%	-$1.64K	﹤0.01%	450
2026 Q1	$43.9K	Buy	5,196 +4,000	+334%	+$43.3K	﹤0.01%	383
2025 Q4	$12.4K	Buy	1,196 +1,000	+510%	+$12K	﹤0.01%	585
2025 Q3	$2.28K	Hold	196	–	–	﹤0.01%	736
2025 Q2	$2.24K	Sell	196 -196	-50%	-$1.72K	﹤0.01%	726
2025 Q1	$2.25K	Buy	+392	New	+$5.14K	﹤0.01%	777

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

N.E.W. Advisory Services's SERV Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Serve Robotics (SERV) stake by 3.8% in Q2 2026, selling an estimated $1.64K and leaving 5,000 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

N.E.W. Advisory Services first reported a position in SERV in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.9K in Q1 2026. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

N.E.W. Advisory Services held 5,000 shares of Serve Robotics worth $32.9K as of Q2 2026.
N.E.W. Advisory Services sold 196 Serve Robotics shares in Q2 2026, an estimated $1.64K.
Serve Robotics made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #450 holding.
N.E.W. Advisory Services first reported a position in Serve Robotics in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Serve Robotics position peaked at $43.9K in Q1 2026.
194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.