Rockefeller Capital Management
SERV

Rockefeller Capital Management’s Serve Robotics SERV Stock Holding History

Rockefeller 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
Q2 		$12.3K Buy
1,872
+440
+31% +$3.67K ﹤0.01% 3926
2026
Q1 		$12.1K Sell
1,432
-1,440
-50% -$15.6K ﹤0.01% 3912
2025
Q4 		$29.8K Sell
2,872
-5,080
-64% -$61K ﹤0.01% 3316
2025
Q3 		$92.5K Buy
+7,952
New +$87.2K ﹤0.01% 2612

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rockefeller Capital Management's SERV Position: Q2 2026 in Review

Rockefeller Capital Management increased its Serve Robotics (SERV) stake by 31% in Q2 2026, buying an estimated $3.67K and bringing the position to 1,872 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3926.

Rockefeller Capital Management first reported a position in SERV in Q3 2025 and has held it in 4 quarters since. The position peaked at $92.5K in Q3 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Rockefeller Capital Management held 1,872 shares of Serve Robotics worth $12.3K as of Q2 2026.
  • Rockefeller Capital Management bought 440 Serve Robotics shares in Q2 2026, an estimated $3.67K.
  • Serve Robotics made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3926 holding.
  • Rockefeller Capital Management first reported a position in Serve Robotics in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Serve Robotics position peaked at $92.5K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.