TCM
SERV

TD Capital Management’s Serve Robotics SERV Stock Holding History

TD Capital 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
2026
Q2 		– Sell
-357
Closed -$3.01K – 867
2026
Q1 		$3.01K Hold
357
– – ﹤0.01% 622
2025
Q4 		$3.71K Hold
357
– – ﹤0.01% 552
2025
Q3 		$4.15K Buy
+357
New +$3.91K ﹤0.01% 513

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

TD Capital Management's SERV Position: Q2 2026 in Review

TD Capital Management sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 357 shares — an estimated $3.01K sold.

TD Capital Management first reported a position in SERV in Q3 2025 and held it in 3 quarters. The position peaked at $4.15K in Q3 2025. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • TD Capital Management reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • TD Capital Management sold 357 Serve Robotics shares in Q2 2026, an estimated $3.01K.
  • TD Capital Management first reported a position in Serve Robotics in Q3 2025 and held it in 3 quarters.
  • TD Capital Management's Serve Robotics position peaked at $4.15K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.