PWPS
SERV

Pinnacle Wealth Planning Services’s Serve Robotics SERV Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		– Sell
-14
Closed -$118 – 2837
2026
Q1 		$118 Buy
+14
New +$151 ﹤0.01% 2711

Other funds holding SERV

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ETC
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

Pinnacle Wealth Planning Services's SERV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 14 shares — an estimated $118 sold.

Pinnacle Wealth Planning Services first reported a position in SERV in Q1 2026 and held it in 1 quarter. The position peaked at $118 in Q1 2026. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 14 Serve Robotics shares in Q2 2026, an estimated $118.
  • Pinnacle Wealth Planning Services first reported a position in Serve Robotics in Q1 2026 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Serve Robotics position peaked at $118 in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.