Wellington Management Group
SERV

Wellington Management Group’s Serve Robotics SERV Stock Holding History

Wellington Management Group’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
-251,408
Closed -$2.92M – 2111
2025
Q3 		$2.92M Buy
+251,408
New +$2.76M ﹤0.01% 1557

Other funds holding SERV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wellington Management Group's SERV Position: Q4 2025 in Review

Wellington Management Group sold out of Serve Robotics (SERV) in Q4 2025, closing a stake of 251,408 shares — an estimated $2.92M sold.

Wellington Management Group first reported a position in SERV in Q3 2025 and held it in 1 quarter. The position peaked at $2.92M in Q3 2025. 186 funds tracked by Wall St. Rank hold SERV as of Q4 2025.

  • Wellington Management Group reported no remaining Serve Robotics position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 251,408 Serve Robotics shares in Q4 2025, an estimated $2.92M.
  • Wellington Management Group first reported a position in Serve Robotics in Q3 2025 and held it in 1 quarter.
  • Wellington Management Group's Serve Robotics position peaked at $2.92M in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.