NCM
SERV

Next Capital Management’s Serve Robotics SERV Stock Holding History

Next Capital Management’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 		$174K Hold
26,425
– – 0.05% 134
2026
Q1 		$223K Buy
26,425
+10,000
+61% +$108K 0.07% 118
2025
Q4 		$170K Hold
16,425
– – 0.05% 127
2025
Q3 		$191K Hold
16,425
– – 0.06% 127
2025
Q2 		$188K Buy
+16,425
New +$144K 0.07% 129

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

Next Capital Management's SERV Position: Q2 2026 in Review

Next Capital Management held its Serve Robotics (SERV) position steady in Q2 2026 at 26,425 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #134.

Next Capital Management first reported a position in SERV in Q2 2025 and has held it in 5 quarters since. The position peaked at $223K in Q1 2026. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Next Capital Management held 26,425 shares of Serve Robotics worth $174K as of Q2 2026.
  • Next Capital Management left its Serve Robotics share count unchanged in Q2 2026.
  • Serve Robotics made up 0.05% of Next Capital Management's portfolio in Q2 2026, its #134 holding.
  • Next Capital Management first reported a position in Serve Robotics in Q2 2025 and has held it in 5 quarters since.
  • Next Capital Management's Serve Robotics position peaked at $223K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.