Vontobel Holding
SERV icon

Vontobel Holding’s Serve Robotics SERV Stock Holding History

Vontobel Holding’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 		$447K Buy
67,922
+5,249
+8% +$43.8K ﹤0.01% 1091
2026
Q1 		$529K Buy
62,673
+33,325
+114% +$360K ﹤0.01% 830
2025
Q4 		$305K Buy
29,348
+6,921
+31% +$83.1K ﹤0.01% 1172
2025
Q3 		$261K Buy
22,427
+1,417
+7% +$15.5K ﹤0.01% 1145
2025
Q2 		$240K Buy
+21,010
New +$185K ﹤0.01% 1121

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 $3.38T AUM 44.17% 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
Exchange Traded Concepts
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

Vontobel Holding's SERV Position: Q2 2026 in Review

Vontobel Holding increased its Serve Robotics (SERV) stake by 8.4% in Q2 2026, buying an estimated $43.8K and bringing the position to 67,922 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Vontobel Holding first reported a position in SERV in Q2 2025 and has held it in 5 quarters since. The position peaked at $529K in Q1 2026. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Vontobel Holding held 67,922 shares of Serve Robotics worth $447K as of Q2 2026.
  • Vontobel Holding bought 5,249 Serve Robotics shares in Q2 2026, an estimated $43.8K.
  • Serve Robotics made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1091 holding.
  • Vontobel Holding first reported a position in Serve Robotics in Q2 2025 and has held it in 5 quarters since.
  • Vontobel Holding's Serve Robotics position peaked at $529K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.