Nisa Investment Advisors
SERV

Nisa Investment Advisors’s Serve Robotics SERV Stock Holding History

Nisa Investment 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 		$3.89K Sell
591
-5,169
-90% -$43.2K ﹤0.01% 2658
2026
Q1 		$48.6K Buy
5,760
+5,133
+819% +$55.5K ﹤0.01% 1677
2025
Q4 		$6.51K Buy
627
+110
+21% +$1.32K ﹤0.01% 2383
2025
Q3 		$6.01K Hold
517
– – ﹤0.01% 2401
2025
Q2 		$5.91K Buy
+517
New +$4.54K ﹤0.01% 2415

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nisa Investment Advisors's SERV Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Serve Robotics (SERV) stake by 90% in Q2 2026, selling an estimated $43.2K and leaving 591 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Nisa Investment Advisors first reported a position in SERV in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.6K in Q1 2026. 96 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Nisa Investment Advisors held 591 shares of Serve Robotics worth $3.89K as of Q2 2026.
  • Nisa Investment Advisors sold 5,169 Serve Robotics shares in Q2 2026, an estimated $43.2K.
  • Serve Robotics made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2658 holding.
  • Nisa Investment Advisors first reported a position in Serve Robotics in Q2 2025 and has held it in 5 quarters since.
  • Nisa Investment Advisors's Serve Robotics position peaked at $48.6K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.