SWM
SERV

Spire Wealth Management’s Serve Robotics SERV Stock Holding History

Spire Wealth 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
2026
Q2 		$12.6K Hold
1,910
– – ﹤0.01% 1579
2026
Q1 		$16.1K Buy
1,910
+1,610
+537% +$17.4K ﹤0.01% 1489
2025
Q4 		$3.11K Hold
300
– – ﹤0.01% 2001
2025
Q3 		$3.48K Hold
300
– – ﹤0.01% 2046
2025
Q2 		$3.43K Hold
300
– – ﹤0.01% 2047
2025
Q1 		$1.72K Hold
300
– – ﹤0.01% 2303
2024
Q4 		$4.04K Buy
+300
New +$3.15K ﹤0.01% 2101

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 $3.37T AUM 44.26% 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
ETC
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

Spire Wealth Management's SERV Position: Q2 2026 in Review

Spire Wealth Management held its Serve Robotics (SERV) position steady in Q2 2026 at 1,910 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Spire Wealth Management first reported a position in SERV in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.1K in Q1 2026. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Spire Wealth Management held 1,910 shares of Serve Robotics worth $12.6K as of Q2 2026.
  • Spire Wealth Management left its Serve Robotics share count unchanged in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1579 holding.
  • Spire Wealth Management first reported a position in Serve Robotics in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Serve Robotics position peaked at $16.1K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.