SAM
SERV

Soviero Asset Management’s Serve Robotics SERV Stock Holding History

Soviero Asset Management’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
-35,000
Closed -$400K – 82
2025
Q2 		$400K Buy
+35,000
New +$308K 0.24% 54

Other funds holding SERV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Soviero Asset Management's SERV Position: Q3 2025 in Review

Soviero Asset Management sold out of Serve Robotics (SERV) in Q3 2025, closing a stake of 35,000 shares — an estimated $400K sold.

Soviero Asset Management first reported a position in SERV in Q2 2025 and held it in 1 quarter. The position peaked at $400K in Q2 2025. 149 funds tracked by Wall St. Rank hold SERV as of Q3 2025.

  • Soviero Asset Management reported no remaining Serve Robotics position as of Q3 2025 after selling out during the quarter.
  • Soviero Asset Management sold 35,000 Serve Robotics shares in Q3 2025, an estimated $400K.
  • Soviero Asset Management first reported a position in Serve Robotics in Q2 2025 and held it in 1 quarter.
  • Soviero Asset Management's Serve Robotics position peaked at $400K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2025.

Based on Soviero Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.