Polen Capital Management
SERV

Polen Capital Management’s Serve Robotics SERV Stock Holding History

Polen Capital Management’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
Q1 		– Sell
-21,833
Closed -$227K – 299
2025
Q4 		$227K Buy
+21,833
New +$262K ﹤0.01% 224

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State Street
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Legal & General Group
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First Trust Advisors
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Polen Capital Management's SERV Position: Q1 2026 in Review

Polen Capital Management sold out of Serve Robotics (SERV) in Q1 2026, closing a stake of 21,833 shares — an estimated $227K sold.

Polen Capital Management first reported a position in SERV in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Polen Capital Management reported no remaining Serve Robotics position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 21,833 Serve Robotics shares in Q1 2026, an estimated $227K.
  • Polen Capital Management first reported a position in Serve Robotics in Q4 2025 and held it in 1 quarter.
  • Polen Capital Management's Serve Robotics position peaked at $227K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.