Steward Partners Investment Advisory’s Serve Robotics SERV Stock Holding History

Steward Partners Investment Advisory’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	$3.29K	Buy	+500	New	+$4.17K	﹤0.01%	4107

Other funds holding SERV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ETC

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

Steward Partners Investment Advisory's SERV Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Serve Robotics (SERV) in Q2 2026: 500 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #4107 among its holdings.

184 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

Steward Partners Investment Advisory held 500 shares of Serve Robotics worth $3.29K as of Q2 2026.
Serve Robotics was a new Steward Partners Investment Advisory position in Q2 2026.
Serve Robotics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4107 holding.
184 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.