Swan Capital’s Serve Robotics SERV Stock Holding History

Swan Capital’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 Q1	–	Sell	-50	Closed	-$519	–	615
2025 Q4	$519	Buy	+50	New	+$600	﹤0.01%	451

Other funds holding SERV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Swan Capital's SERV Position: Q1 2026 in Review

Swan Capital sold out of Serve Robotics (SERV) in Q1 2026, closing a stake of 50 shares — an estimated $519 sold.

Swan Capital first reported a position in SERV in Q4 2025 and held it in 1 quarter. The position peaked at $519 in Q4 2025. 198 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

Swan Capital reported no remaining Serve Robotics position as of Q1 2026 after selling out during the quarter.
Swan Capital sold 50 Serve Robotics shares in Q1 2026, an estimated $519.
Swan Capital first reported a position in Serve Robotics in Q4 2025 and held it in 1 quarter.
Swan Capital's Serve Robotics position peaked at $519 in Q4 2025.
198 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.