UBS Group
SERV

UBS Group’s Serve Robotics SERV Stock Holding History

UBS Group’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 		$4.57M Buy
695,130
+213,312
+44% +$1.78M ﹤0.01% 4251
2026
Q1 		$4.07M Sell
481,818
-52,088
-10% -$563K ﹤0.01% 4286
2025
Q4 		$5.54M Sell
533,906
-163,729
-23% -$1.97M ﹤0.01% 3916
2025
Q3 		$8.11M Sell
697,635
-194,311
-22% -$2.13M ﹤0.01% 3525
2025
Q2 		$10.2M Sell
891,946
-53,444
-6% -$470K ﹤0.01% 3062
2025
Q1 		$5.44M Buy
945,390
+695,398
+278% +$9.12M ﹤0.01% 3700
2024
Q4 		$3.37M Buy
+249,992
New +$2.63M ﹤0.01% 4218

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

UBS Group's SERV Position: Q2 2026 in Review

UBS Group increased its Serve Robotics (SERV) stake by 44% in Q2 2026, buying an estimated $1.78M and bringing the position to 695,130 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #4251.

UBS Group first reported a position in SERV in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q2 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • UBS Group held 695,130 shares of Serve Robotics worth $4.57M as of Q2 2026.
  • UBS Group bought 213,312 Serve Robotics shares in Q2 2026, an estimated $1.78M.
  • Serve Robotics made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4251 holding.
  • UBS Group first reported a position in Serve Robotics in Q4 2024 and has held it in 7 quarters since.
  • UBS Group's Serve Robotics position peaked at $10.2M in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

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