Oppenheimer & Co
SERV icon

Oppenheimer & Co’s Serve Robotics SERV Stock Holding History

Oppenheimer & Co’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 		$117K Sell
17,783
-2,825
-14% -$23.6K ﹤0.01% 1712
2026
Q1 		$174K Buy
20,608
+4,258
+26% +$46.1K ﹤0.01% 1595
2025
Q4 		$170K Buy
16,350
+2,650
+19% +$31.8K ﹤0.01% 1460
2025
Q3 		$159K Sell
13,700
-43,175
-76% -$473K ﹤0.01% 1576
2025
Q2 		$651K Buy
+56,875
New +$500K 0.01% 1044
2025
Q1 		– Sell
-20,777
Closed -$280K – 1684
2024
Q4 		$280K Buy
+20,777
New +$218K ﹤0.01% 1299

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 $3.38T AUM 44.17% 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
Exchange Traded Concepts
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

Oppenheimer & Co's SERV Position: Q2 2026 in Review

Oppenheimer & Co reduced its Serve Robotics (SERV) stake by 14% in Q2 2026, selling an estimated $23.6K and leaving 17,783 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Oppenheimer & Co first reported a position in SERV in Q4 2024 and has held it in 6 quarters since. The position peaked at $651K in Q2 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Oppenheimer & Co held 17,783 shares of Serve Robotics worth $117K as of Q2 2026.
  • Oppenheimer & Co sold 2,825 Serve Robotics shares in Q2 2026, an estimated $23.6K.
  • Serve Robotics made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1712 holding.
  • Oppenheimer & Co first reported a position in Serve Robotics in Q4 2024 and has held it in 6 quarters since.
  • Oppenheimer & Co's Serve Robotics position peaked at $651K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.