SIC
SERV

Salem Investment Counselors’s Serve Robotics SERV Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-100
Closed -$575 – 1275
2025
Q1 		$575 Hold
100
– – ﹤0.01% 1139
2024
Q4 		$1.35K Buy
+100
New +$1.05K ﹤0.01% 1064

Other funds holding SERV

U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Salem Investment Counselors's SERV Position: Q2 2025 in Review

Salem Investment Counselors sold out of Serve Robotics (SERV) in Q2 2025, closing a stake of 100 shares — an estimated $575 sold.

Salem Investment Counselors first reported a position in SERV in Q4 2024 and held it in 2 quarters. The position peaked at $1.35K in Q4 2024. 132 funds tracked by Wall St. Rank hold SERV as of Q2 2025.

  • Salem Investment Counselors reported no remaining Serve Robotics position as of Q2 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 100 Serve Robotics shares in Q2 2025, an estimated $575.
  • Salem Investment Counselors first reported a position in Serve Robotics in Q4 2024 and held it in 2 quarters.
  • Salem Investment Counselors's Serve Robotics position peaked at $1.35K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2025.

Based on Salem Investment Counselors's 13F filing for Q2 2025, filed 7 Jul 2025.