PWM
SERV

Prosperity Wealth Management’s Serve Robotics SERV Stock Holding History

Prosperity Wealth 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
2025
Q4 		– Sell
-42,000
Closed -$488K – 299
2025
Q3 		$488K Buy
42,000
+26,000
+163% +$285K 0.17% 135
2025
Q2 		$183K Buy
+16,000
New +$141K 0.07% 230
2025
Q1 		– Sell
-17,200
Closed -$232K – 264
2024
Q4 		$232K Buy
+17,200
New +$181K 0.1% 179

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Prosperity Wealth Management's SERV Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Serve Robotics (SERV) in Q4 2025, closing a stake of 42,000 shares — an estimated $488K sold.

Prosperity Wealth Management first reported a position in SERV in Q4 2024 and held it in 3 quarters. The position peaked at $488K in Q3 2025. 186 funds tracked by Wall St. Rank hold SERV as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Serve Robotics position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 42,000 Serve Robotics shares in Q4 2025, an estimated $488K.
  • Prosperity Wealth Management first reported a position in Serve Robotics in Q4 2024 and held it in 3 quarters.
  • Prosperity Wealth Management's Serve Robotics position peaked at $488K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.