OWMIAS
SERV

One Wealth Management Investment & Advisory Services’s Serve Robotics SERV Stock Holding History

One Wealth Management Investment & 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
2025
Q1 		– Sell
-11,380
Closed -$154K – 51
2024
Q4 		$154K Buy
+11,380
New +$120K 0.24% 43

Other funds holding SERV

U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's SERV Position: Q1 2025 in Review

One Wealth Management Investment & Advisory Services sold out of Serve Robotics (SERV) in Q1 2025, closing a stake of 11,380 shares — an estimated $154K sold.

One Wealth Management Investment & Advisory Services first reported a position in SERV in Q4 2024 and held it in 1 quarter. The position peaked at $154K in Q4 2024. 119 funds tracked by Wall St. Rank hold SERV as of Q1 2025.

  • One Wealth Management Investment & Advisory Services reported no remaining Serve Robotics position as of Q1 2025 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 11,380 Serve Robotics shares in Q1 2025, an estimated $154K.
  • One Wealth Management Investment & Advisory Services first reported a position in Serve Robotics in Q4 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Serve Robotics position peaked at $154K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2025.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2025, filed 8 May 2025.