STA
SERV

Summit Trail Advisors’s Serve Robotics SERV Stock Holding History

Summit Trail Advisors’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 		$166K Hold
25,235
– – ﹤0.01% 1430
2026
Q1 		$213K Buy
+25,235
New +$273K ﹤0.01% 1365

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

Summit Trail Advisors's SERV Position: Q2 2026 in Review

Summit Trail Advisors held its Serve Robotics (SERV) position steady in Q2 2026 at 25,235 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Summit Trail Advisors first reported a position in SERV in Q1 2026 and has held it in 2 quarters since. The position peaked at $213K in Q1 2026. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Summit Trail Advisors held 25,235 shares of Serve Robotics worth $166K as of Q2 2026.
  • Summit Trail Advisors left its Serve Robotics share count unchanged in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1430 holding.
  • Summit Trail Advisors first reported a position in Serve Robotics in Q1 2026 and has held it in 2 quarters since.
  • Summit Trail Advisors's Serve Robotics position peaked at $213K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.