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Strategic Wealth Partners’s Serve Robotics SERV Stock Holding History

Strategic Wealth Partners’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
Q4 		– Sell
-1,347
Closed -$15.7K – 1567
2025
Q3 		$15.7K Hold
1,347
– – ﹤0.01% 793
2025
Q2 		$15.4K Buy
+1,347
New +$11.8K ﹤0.01% 709

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Uber
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Strategic Wealth Partners's SERV Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Serve Robotics (SERV) in Q4 2025, closing a stake of 1,347 shares — an estimated $15.7K sold.

Strategic Wealth Partners first reported a position in SERV in Q2 2025 and held it in 2 quarters. The position peaked at $15.7K in Q3 2025. 186 funds tracked by Wall St. Rank hold SERV as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Serve Robotics position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,347 Serve Robotics shares in Q4 2025, an estimated $15.7K.
  • Strategic Wealth Partners first reported a position in Serve Robotics in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's Serve Robotics position peaked at $15.7K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.