WS
SERV

Wedbush Securities’s Serve Robotics SERV Stock Holding History

Wedbush Securities’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 		$205K Buy
31,130
+10,750
+53% +$89.8K 0.01% 1207
2026
Q1 		$172K Sell
20,380
-6,500
-24% -$70.3K 0.01% 1160
2025
Q4 		$279K Buy
26,880
+6,680
+33% +$80.2K 0.01% 920
2025
Q3 		$235K Buy
+20,200
New +$221K 0.01% 987

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

Wedbush Securities's SERV Position: Q2 2026 in Review

Wedbush Securities increased its Serve Robotics (SERV) stake by 53% in Q2 2026, buying an estimated $89.8K and bringing the position to 31,130 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #1207.

Wedbush Securities first reported a position in SERV in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q4 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

  • Wedbush Securities held 31,130 shares of Serve Robotics worth $205K as of Q2 2026.
  • Wedbush Securities bought 10,750 Serve Robotics shares in Q2 2026, an estimated $89.8K.
  • Serve Robotics made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1207 holding.
  • Wedbush Securities first reported a position in Serve Robotics in Q3 2025 and has held it in 4 quarters since.
  • Wedbush Securities's Serve Robotics position peaked at $279K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.