WWA
SERV

WCG Wealth Advisors’s Serve Robotics SERV Stock Holding History

WCG Wealth Advisors’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
-29,670
Closed -$250K – 588
2026
Q1 		$250K Sell
29,670
-892
-3% -$9.65K 0.01% 510
2025
Q4 		$317K Buy
+30,562
New +$367K 0.01% 485

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

WCG Wealth Advisors's SERV Position: Q2 2026 in Review

WCG Wealth Advisors sold out of Serve Robotics (SERV) in Q2 2026, closing a stake of 29,670 shares — an estimated $250K sold.

WCG Wealth Advisors first reported a position in SERV in Q4 2025 and held it in 2 quarters. The position peaked at $317K in Q4 2025. 196 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • WCG Wealth Advisors reported no remaining Serve Robotics position as of Q2 2026 after selling out during the quarter.
  • WCG Wealth Advisors sold 29,670 Serve Robotics shares in Q2 2026, an estimated $250K.
  • WCG Wealth Advisors first reported a position in Serve Robotics in Q4 2025 and held it in 2 quarters.
  • WCG Wealth Advisors's Serve Robotics position peaked at $317K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.