BA
SVC

Baugh & Associates’s Service Properties Trust SVC Stock Holding History

Baugh & Associates’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Sell
35,562
-2,732
-7% -$21.5K 0.13% 41
2026
Q1 		$259K Sell
38,294
-459
-1% -$4.77K 0.11% 43
2025
Q4 		$331K Sell
38,753
-9,310
-19% -$93.5K 0.16% 36
2025
Q3 		$609K Sell
48,063
-1,770
-4% -$24K 0.3% 31
2025
Q2 		$558K Sell
49,833
-3,660
-7% -$39.5K 0.29% 33
2025
Q1 		$679K Sell
53,493
-469
-0.9% -$6.35K 0.34% 31
2024
Q4 		$672K Sell
53,962
-3,557
-6% -$57.5K 0.35% 31
2024
Q3 		$1.29M Sell
57,519
-1,242
-2% -$30.9K 0.66% 31
2024
Q2 		$1.54M Sell
58,761
-1,185
-2% -$34.1K 0.8% 29
2024
Q1 		$2.03M Sell
59,946
-473
-0.8% -$17.5K 1.08% 29
2023
Q4 		$2.58M Sell
60,419
-587
-1% -$22.2K 1.48% 28
2023
Q3 		$2.35M Sell
61,006
-546
-0.9% -$22.7K 1.47% 29
2023
Q2 		$2.67M Buy
61,552
+376
+0.6% +$16.5K 1.61% 27
2023
Q1 		$3.09M Sell
61,176
-1,166
-2% -$53.9K 1.97% 25
2022
Q4 		$2.27M Sell
62,342
-616
-1% -$22.6K 1.47% 29
2022
Q3 		$1.63M Sell
62,958
-1,261
-2% -$41.8K 1.16% 30
2022
Q2 		$1.68M Sell
64,219
-427
-0.7% -$14.7K 1.13% 30
2022
Q1 		$2.85M Sell
64,646
-225
-0.3% -$9.79K 1.68% 29
2021
Q4 		$2.85M Sell
64,871
-1,541
-2% -$78.5K 1.58% 29
2021
Q3 		$3.72M Sell
66,412
-426
-0.6% -$24.2K 2.28% 22
2021
Q2 		$4.21M Sell
66,838
-421
-0.6% -$26.1K 2.61% 15
2021
Q1 		$3.99M Sell
67,259
-156
-0.2% -$9.38K 2.63% 17
2020
Q4 		$3.87M Sell
67,415
-12,777
-16% -$649K 2.76% 14
2020
Q3 		$3.19M Sell
80,192
-922
-1% -$35.1K 2.5% 19
2020
Q2 		$2.88M Buy
81,114
+54,538
+205% +$1.9M 2.29% 25
2020
Q1 		$718K Sell
26,576
-50
-0.2% -$4.49K 0.69% 35
2019
Q4 		$3.24M Buy
26,626
+456
+2% +$55.5K 2.36% 27
2019
Q3 		$3.35M Buy
26,170
+1,426
+6% +$176K 2.6% 21
2019
Q2 		$3.09M Buy
24,744
+1,235
+5% +$158K 2.45% 27
2019
Q1 		$3.09M Sell
23,509
-133
-0.6% -$17.6K 2.48% 27
2018
Q4 		$2.82M Buy
23,642
+4,028
+21% +$526K 2.43% 28
2018
Q3 		$2.83M Buy
19,614
+278
+1% +$39.9K 2.26% 31
2018
Q2 		$2.77M Sell
19,336
-2,357
-11% -$318K 2.41% 27
2018
Q1 		$2.75M Sell
21,693
-239
-1% -$32.2K 2.22% 29
2017
Q4 		$3.27M Buy
+21,932
New +$3.22M 2.76% 20

Other funds holding SVC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Baugh & Associates's SVC Position: Q2 2026 in Review

Baugh & Associates reduced its Service Properties Trust (SVC) stake by 7.1% in Q2 2026, selling an estimated $21.5K and leaving 35,562 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #41.

Baugh & Associates first reported a position in SVC in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.21M in Q2 2021. 10 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Baugh & Associates held 35,562 shares of Service Properties Trust worth $300K as of Q2 2026.
  • Baugh & Associates sold 2,732 Service Properties Trust shares in Q2 2026, an estimated $21.5K.
  • Service Properties Trust made up 0.13% of Baugh & Associates's portfolio in Q2 2026, its #41 holding.
  • Baugh & Associates first reported a position in Service Properties Trust in Q4 2017 and has held it in 35 quarters since.
  • Baugh & Associates's Service Properties Trust position peaked at $4.21M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.