WWM
SERV

Walser Wealth Management’s Serve Robotics SERV Stock Holding History

Walser 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 		– Sell
-16,012
Closed -$135K – 244
2026
Q1 		$135K Buy
16,012
+4,962
+45% +$53.7K 0.06% 184
2025
Q4 		$115K Buy
+11,050
New +$133K 0.06% 142

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 $3.37T AUM 44.26% 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
ETC
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

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

Walser Wealth Management sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 16,012 shares — an estimated $135K sold.

Walser Wealth Management first reported a position in SERV in Q4 2025 and held it in 2 quarters. The position peaked at $135K in Q1 2026. 194 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Walser Wealth Management reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • Walser Wealth Management sold 16,012 Serve Robotics shares in Q2 2026, an estimated $135K.
  • Walser Wealth Management first reported a position in Serve Robotics in Q4 2025 and held it in 2 quarters.
  • Walser Wealth Management's Serve Robotics position peaked at $135K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.