UBS AM
SERV icon

UBS AM’s Serve Robotics SERV Stock Holding History

UBS AM’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 		$756K Buy
114,835
+13,965
+14% +$117K ﹤0.01% 2419
2026
Q1 		$851K Sell
100,870
-38,800
-28% -$420K ﹤0.01% 2400
2025
Q4 		$1.45M Buy
+139,670
New +$1.68M ﹤0.01% 2007

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 $3.38T AUM 44.17% 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
Exchange Traded Concepts
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

UBS AM's SERV Position: Q2 2026 in Review

UBS AM increased its Serve Robotics (SERV) stake by 14% in Q2 2026, buying an estimated $117K and bringing the position to 114,835 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

UBS AM first reported a position in SERV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • UBS AM held 114,835 shares of Serve Robotics worth $756K as of Q2 2026.
  • UBS AM bought 13,965 Serve Robotics shares in Q2 2026, an estimated $117K.
  • Serve Robotics made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2419 holding.
  • UBS AM first reported a position in Serve Robotics in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's Serve Robotics position peaked at $1.45M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.