NWS
SERV

Nvest Wealth Strategies’s Serve Robotics SERV Stock Holding History

Nvest Wealth Strategies’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
Q1 		– Sell
-152
Closed -$1.58K – 413
2025
Q4 		$1.58K Buy
+152
New +$1.82K ﹤0.01% 185

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nvest Wealth Strategies's SERV Position: Q1 2026 in Review

Nvest Wealth Strategies sold out of Serve Robotics (SERV) in Q1 2026, closing a stake of 152 shares — an estimated $1.58K sold.

Nvest Wealth Strategies first reported a position in SERV in Q4 2025 and held it in 1 quarter. The position peaked at $1.58K in Q4 2025. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Nvest Wealth Strategies reported no remaining Serve Robotics position as of Q1 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 152 Serve Robotics shares in Q1 2026, an estimated $1.58K.
  • Nvest Wealth Strategies first reported a position in Serve Robotics in Q4 2025 and held it in 1 quarter.
  • Nvest Wealth Strategies's Serve Robotics position peaked at $1.58K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Nvest Wealth Strategies's 13F filing for Q1 2026, filed 13 Apr 2026.