ORG Wealth Partners
SERV icon

ORG Wealth Partners’s Serve Robotics SERV Stock Holding History

ORG Wealth Partners’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
Q3 		$144 Buy
+31
New +$155 ﹤0.01% 2408

Other funds holding SERV

State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ORG Wealth Partners's SERV Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Serve Robotics (SERV) in Q3 2026: 31 shares worth $144. The stake represents ﹤0.01% of the portfolio and ranks #2408 among its holdings.

91 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • ORG Wealth Partners held 31 shares of Serve Robotics worth $144 as of Q3 2026.
  • Serve Robotics was a new ORG Wealth Partners position in Q3 2026.
  • Serve Robotics made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2408 holding.
  • 91 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.