Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Serve Robotics SERV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-516
Closed -$6K – 2979
2025
Q3 		$6K Buy
+516
New +$5.66K ﹤0.01% 2254

Other funds holding SERV

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Uber
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Wealthspire Advisors (New York)'s SERV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Serve Robotics (SERV) in Q4 2025, closing a stake of 516 shares — an estimated $6K sold.

Wealthspire Advisors (New York) first reported a position in SERV in Q3 2025 and held it in 1 quarter. The position peaked at $6K in Q3 2025. 186 funds tracked by Wall St. Rank hold SERV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Serve Robotics position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 516 Serve Robotics shares in Q4 2025, an estimated $6K.
  • Wealthspire Advisors (New York) first reported a position in Serve Robotics in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Serve Robotics position peaked at $6K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.