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	$2.52M	Buy	383,700 +84,100	+28%	+$702K	﹤0.01%	1787
2026 Q1	$2.53M	Sell	299,600 -153,400	-34%	-$1.66M	﹤0.01%	1635
2025 Q4	$4.7M	Sell	453,000 -75,500	-14%	-$907K	﹤0.01%	1319
2025 Q3	$6.15M	Buy	528,500 +275,300	+109%	+$3.02M	﹤0.01%	1287
2025 Q2	$2.9M	Sell	253,200 -83,900	-25%	-$737K	﹤0.01%	1788
2025 Q1	$1.94M	Sell	337,100 -147,300	-30%	-$1.93M	﹤0.01%	2061
2024 Q4	$6.54M	Buy	484,400 +465,700	+2,490%	+$4.89M	﹤0.01%	1286
2024 Q3	$148K	Buy	+18,700	New	+$161K	﹤0.01%	4834

Other funds holding SERV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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. 196 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.
196 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.