State Street’s Serve Robotics SERV Stock Holding History

State Street’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	$16.2M	Buy	2,456,658 +1,168,714	+91%	+$9.76M	﹤0.01%	2500
2026 Q1	$10.9M	Buy	1,287,944 +42,533	+3%	+$460K	﹤0.01%	2567
2025 Q4	$12.9M	Buy	1,245,411 +283,497	+29%	+$3.4M	﹤0.01%	2500
2025 Q3	$11.2M	Buy	961,914 +281,012	+41%	+$3.08M	﹤0.01%	2581
2025 Q2	$7.79M	Buy	680,902 +540,854	+386%	+$4.75M	﹤0.01%	2739
2025 Q1	$805K	Buy	140,048 +83,330	+147%	+$1.09M	﹤0.01%	3472
2024 Q4	$766K	Buy	56,718 +14,818	+35%	+$156K	﹤0.01%	3541
2024 Q3	$333K	Buy	+41,900	New	+$361K	﹤0.01%	3680

Other funds holding SERV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

State Street's SERV Position: Q2 2026 in Review

State Street increased its Serve Robotics (SERV) stake by 91% in Q2 2026, buying an estimated $9.76M and bringing the position to 2,456,658 shares worth $16.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

State Street first reported a position in SERV in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

State Street held 2,456,658 shares of Serve Robotics worth $16.2M as of Q2 2026.
State Street bought 1,168,714 Serve Robotics shares in Q2 2026, an estimated $9.76M.
Serve Robotics made up ﹤0.01% of State Street's portfolio in Q2 2026, its #2500 holding.
State Street first reported a position in Serve Robotics in Q3 2024 and has held it in 8 quarters since.
195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.