VNA
SERV

Valley National Advisers’s Serve Robotics SERV Stock Holding History

Valley National Advisers’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
2025
Q2 		– Sell
-500
Closed -$2K – 869
2025
Q1 		$2K Hold
500
– – ﹤0.01% 732
2024
Q4 		$6K Hold
500
– – ﹤0.01% 621
2024
Q3 		$3K Sell
500
-1,500
-75% -$12.9K ﹤0.01% 645
2024
Q2 		$3K Buy
+2,000
New +$5.38K ﹤0.01% 868

Other funds holding SERV

U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Valley National Advisers's SERV Position: Q2 2025 in Review

Valley National Advisers sold out of Serve Robotics (SERV) in Q2 2025, closing a stake of 500 shares — an estimated $2K sold.

Valley National Advisers first reported a position in SERV in Q2 2024 and held it in 4 quarters. The position peaked at $6K in Q4 2024. 132 funds tracked by Wall St. Rank hold SERV as of Q2 2025.

  • Valley National Advisers reported no remaining Serve Robotics position as of Q2 2025 after selling out during the quarter.
  • Valley National Advisers sold 500 Serve Robotics shares in Q2 2025, an estimated $2K.
  • Valley National Advisers first reported a position in Serve Robotics in Q2 2024 and held it in 4 quarters.
  • Valley National Advisers's Serve Robotics position peaked at $6K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2025.

Based on Valley National Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.