Sierra Ocean’s Serve Robotics SERV Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-107	Closed	-$1.22K	–	1015
2025 Q2	$1.22K	Hold	107	–	–	﹤0.01%	851
2025 Q1	$615	Buy	+107	New	+$1.4K	﹤0.01%	1012

Other funds holding SERV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sierra Ocean's SERV Position: Q3 2025 in Review

Sierra Ocean sold out of Serve Robotics (SERV) in Q3 2025, closing a stake of 107 shares — an estimated $1.22K sold.

Sierra Ocean first reported a position in SERV in Q1 2025 and held it in 2 quarters. The position peaked at $1.22K in Q2 2025. 149 funds tracked by Wall St. Rank hold SERV as of Q3 2025.

Sierra Ocean reported no remaining Serve Robotics position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 107 Serve Robotics shares in Q3 2025, an estimated $1.22K.
Sierra Ocean first reported a position in Serve Robotics in Q1 2025 and held it in 2 quarters.
Sierra Ocean's Serve Robotics position peaked at $1.22K in Q2 2025.
149 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.