Tradewinds Capital Management’s Serve Robotics SERV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.23K Buy
+1,099
New +$9.18K ﹤0.01% 433
2025
Q4
Sell
-180
Closed -$2.09K 743
2025
Q3
$2.09K Hold
180
﹤0.01% 514
2025
Q2
$2.06K Sell
180
-10
-5% -$88 ﹤0.01% 472
2025
Q1
$1.09K Buy
+190
New +$2.49K ﹤0.01% 534

Other funds holding SERV

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

Tradewinds Capital Management opened a new position in Serve Robotics (SERV) in Q2 2026: 1,099 shares worth $7.23K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Tradewinds Capital Management previously reported a position in SERV as recently as Q3 2025.

Tradewinds Capital Management first reported a position in SERV in Q1 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Tradewinds Capital Management held 1,099 shares of Serve Robotics worth $7.23K as of Q2 2026.
  • Serve Robotics was a new Tradewinds Capital Management position in Q2 2026.
  • Serve Robotics made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #433 holding.
  • Tradewinds Capital Management first reported a position in Serve Robotics in Q1 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.