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 Q3	$2.35M	Buy	505,400 +121,700	+32%	+$610K	﹤0.01%	1818
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Simplex Trading's SERV Position: Q3 2026 in Review

Simplex Trading sold out of Serve Robotics (SERV) in Q3 2026, closing a stake of 137,005 shares — an estimated $687K sold.

Simplex Trading first reported a position in SERV in Q3 2024 and held it in 5 quarters. The position peaked at $998K in Q4 2025. 86 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

Simplex Trading reported no remaining Serve Robotics position as of Q3 2026 after selling out during the quarter.
Simplex Trading sold 137,005 Serve Robotics shares in Q3 2026, an estimated $687K.
Simplex Trading first reported a position in Serve Robotics in Q3 2024 and held it in 5 quarters.
Simplex Trading's Serve Robotics position peaked at $998K in Q4 2025.
86 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.