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	$241K	Sell	51,900 -184,600	-78%	-$926K	﹤0.01%	4417
2026 Q2	$1.56M	Buy	236,500 +201,000	+566%	+$1.68M	﹤0.01%	2281
2026 Q1	$300K	Sell	35,500 -311,400	-90%	-$3.37M	﹤0.01%	3822
2025 Q4	$3.6M	Buy	346,900 +18,000	+5%	+$216K	﹤0.01%	1526
2025 Q3	$3.82M	Buy	328,900 +119,000	+57%	+$1.3M	﹤0.01%	1711
2025 Q2	$2.4M	Buy	209,900 +120,600	+135%	+$1.06M	﹤0.01%	1938
2025 Q1	$513K	Buy	89,300 +29,000	+48%	+$380K	﹤0.01%	3380
2024 Q4	$814K	Sell	60,300 -33,700	-36%	-$354K	﹤0.01%	3048
2024 Q3	$747K	Buy	+94,000	New	+$811K	﹤0.01%	3196

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.