ViaWealth’s Serve Robotics SERV Stock Holding History

ViaWealth’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	$132K	Buy	20,000 +6,350	+47%	+$53K	0.07%	166
2026 Q1	$115K	Buy	+13,650	New	+$148K	0.06%	157

Other funds holding SERV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ViaWealth's SERV Position: Q2 2026 in Review

ViaWealth increased its Serve Robotics (SERV) stake by 47% in Q2 2026, buying an estimated $53K and bringing the position to 20,000 shares worth $132K. The position accounts for 0.07% of the portfolio, ranked #166.

ViaWealth first reported a position in SERV in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

ViaWealth held 20,000 shares of Serve Robotics worth $132K as of Q2 2026.
ViaWealth bought 6,350 Serve Robotics shares in Q2 2026, an estimated $53K.
Serve Robotics made up 0.07% of ViaWealth's portfolio in Q2 2026, its #166 holding.
ViaWealth first reported a position in Serve Robotics in Q1 2026 and has held it in 2 quarters since.
195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.