Simplex Trading
SERV icon

Simplex Trading’s Serve Robotics SERV Stock Holding History

Simplex Trading’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 		$901K Buy
+137,005
New +$1.14M ﹤0.01% 2901
2026
Q1 		– Sell
-96,112
Closed -$1.04M – 10377
2025
Q4 		$998K Buy
96,112
+59,347
+161% +$713K ﹤0.01% 2610
2025
Q3 		$427K Buy
36,765
+34,607
+1,604% +$379K ﹤0.01% 4028
2025
Q2 		$24K Buy
+2,158
New +$19K ﹤0.01% 6630
2024
Q4 		– Sell
-70,229
Closed -$738K – 9829
2024
Q3 		$558K Buy
+70,229
New +$606K ﹤0.01% 3486

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
Exchange Traded Concepts
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

Simplex Trading's SERV Position: Q2 2026 in Review

Simplex Trading opened a new position in Serve Robotics (SERV) in Q2 2026: 137,005 shares worth $901K. The stake represents ﹤0.01% of the portfolio and ranks #2901 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SERV as recently as Q4 2025.

Simplex Trading first reported a position in SERV in Q3 2024 and has held it in 5 quarters since. The position peaked at $998K in Q4 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Simplex Trading held 137,005 shares of Serve Robotics worth $901K as of Q2 2026.
  • Serve Robotics was a new Simplex Trading position in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #2901 holding.
  • Simplex Trading first reported a position in Serve Robotics in Q3 2024 and has held it in 5 quarters since.
  • Simplex Trading's Serve Robotics position peaked at $998K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.