Vermillion Wealth Management’s Serve Robotics SERV Stock Holding History

Vermillion Wealth Management’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	$9.87K	Buy	+1,500	New	+$12.5K	﹤0.01%	1191

Other funds holding SERV

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Vermillion Wealth Management's SERV Position: Q2 2026 in Review

Vermillion Wealth Management opened a new position in Serve Robotics (SERV) in Q2 2026: 1,500 shares worth $9.87K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

11 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

Vermillion Wealth Management held 1,500 shares of Serve Robotics worth $9.87K as of Q2 2026.
Serve Robotics was a new Vermillion Wealth Management position in Q2 2026.
Serve Robotics made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1191 holding.
11 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.