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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wedbush Securities's SERV Position: Q1 2026 in Review

Wedbush Securities reduced its Serve Robotics (SERV) stake by 24% in Q1 2026, selling an estimated $70.3K and leaving 20,380 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #1160.

Wedbush Securities first reported a position in SERV in Q3 2025 and has held it in 3 quarters since. The position peaked at $279K in Q4 2025. 197 funds tracked by Wall St. Rank hold SERV as of Q1 2026.

  • Wedbush Securities held 20,380 shares of Serve Robotics worth $172K as of Q1 2026.
  • Wedbush Securities sold 6,500 Serve Robotics shares in Q1 2026, an estimated $70.3K.
  • Serve Robotics made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1160 holding.
  • Wedbush Securities first reported a position in Serve Robotics in Q3 2025 and has held it in 3 quarters since.
  • Wedbush Securities's Serve Robotics position peaked at $279K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.