UAG
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United Advisor Group’s Serve Robotics SERV Stock Holding History

United Advisor 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
Q3 		$73.7K Buy
+15,845
New +$79.5K 0.01% 563

Other funds holding SERV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Sculptor Capital
Sculptor Capital New York $10.4B AUM 27.51% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

United Advisor Group's SERV Position: Q3 2026 in Review

United Advisor Group opened a new position in Serve Robotics (SERV) in Q3 2026: 15,845 shares worth $73.7K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings.

131 funds tracked by Wall St. Rank hold SERV as of Q3 2026.

  • United Advisor Group held 15,845 shares of Serve Robotics worth $73.7K as of Q3 2026.
  • Serve Robotics was a new United Advisor Group position in Q3 2026.
  • Serve Robotics made up 0.01% of United Advisor Group's portfolio in Q3 2026, its #563 holding.
  • 131 funds tracked by Wall St. Rank held Serve Robotics as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.