SHIM
SERV

Stone House Investment Management’s Serve Robotics SERV Stock Holding History

Stone House Investment 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
Q2 		– Sell
-200
Closed -$1.15K – 583
2025
Q1 		$1.15K Buy
+200
New +$2.62K ﹤0.01% 405

Other funds holding SERV

U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Stone House Investment Management's SERV Position: Q2 2025 in Review

Stone House Investment Management sold out of Serve Robotics (SERV) in Q2 2025, closing a stake of 200 shares — an estimated $1.15K sold.

Stone House Investment Management first reported a position in SERV in Q1 2025 and held it in 1 quarter. The position peaked at $1.15K in Q1 2025. 132 funds tracked by Wall St. Rank hold SERV as of Q2 2025.

  • Stone House Investment Management reported no remaining Serve Robotics position as of Q2 2025 after selling out during the quarter.
  • Stone House Investment Management sold 200 Serve Robotics shares in Q2 2025, an estimated $1.15K.
  • Stone House Investment Management first reported a position in Serve Robotics in Q1 2025 and held it in 1 quarter.
  • Stone House Investment Management's Serve Robotics position peaked at $1.15K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2025.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.