NA
SERV

NewEdge Advisors’s Serve Robotics SERV Stock Holding History

NewEdge 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
Q2 		$5.25K Sell
798
-430
-35% -$3.59K ﹤0.01% 3710
2026
Q1 		$10.4K Buy
1,228
+468
+62% +$5.06K ﹤0.01% 3391
2025
Q4 		$7.89K Buy
760
+425
+127% +$5.1K ﹤0.01% 3535
2025
Q3 		$3.9K Buy
335
+75
+29% +$822 ﹤0.01% 3606
2025
Q2 		$2.97K Hold
260
– – ﹤0.01% 3534
2025
Q1 		$1.5K Buy
+260
New +$3.41K ﹤0.01% 3564

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

NewEdge Advisors's SERV Position: Q2 2026 in Review

NewEdge Advisors reduced its Serve Robotics (SERV) stake by 35% in Q2 2026, selling an estimated $3.59K and leaving 798 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3710.

NewEdge Advisors first reported a position in SERV in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q1 2026. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • NewEdge Advisors held 798 shares of Serve Robotics worth $5.25K as of Q2 2026.
  • NewEdge Advisors sold 430 Serve Robotics shares in Q2 2026, an estimated $3.59K.
  • Serve Robotics made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3710 holding.
  • NewEdge Advisors first reported a position in Serve Robotics in Q1 2025 and has held it in 6 quarters since.
  • NewEdge Advisors's Serve Robotics position peaked at $10.4K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.