PWA
SERV

Physician Wealth Advisors’s Serve Robotics SERV Stock Holding History

Physician Wealth 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
2025
Q3 		– Sell
-1,017
Closed -$11.6K – 2070
2025
Q2 		$11.6K Buy
1,017
+432
+74% +$3.8K ﹤0.01% 621
2025
Q1 		$3.36K Buy
585
+168
+40% +$2.2K ﹤0.01% 798
2024
Q4 		$5.63K Buy
+417
New +$4.38K ﹤0.01% 712

Other funds holding SERV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Physician Wealth Advisors's SERV Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Serve Robotics (SERV) in Q3 2025, closing a stake of 1,017 shares — an estimated $11.6K sold.

Physician Wealth Advisors first reported a position in SERV in Q4 2024 and held it in 3 quarters. The position peaked at $11.6K in Q2 2025. 149 funds tracked by Wall St. Rank hold SERV as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Serve Robotics position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 1,017 Serve Robotics shares in Q3 2025, an estimated $11.6K.
  • Physician Wealth Advisors first reported a position in Serve Robotics in Q4 2024 and held it in 3 quarters.
  • Physician Wealth Advisors's Serve Robotics position peaked at $11.6K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.