Carson Wealth (CWM LLC)
SVC

Carson Wealth (CWM LLC)’s Service Properties Trust SVC Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-38
Closed -$3K – 442
2013
Q4 		$3K Buy
+38
New +$5.29K ﹤0.01% 575

Other funds holding SVC

YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Carson Wealth (CWM LLC)'s SVC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Service Properties Trust (SVC) stake by 676% in Q1 2026, buying an estimated $127K and bringing the position to 13,966 shares worth $94.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Carson Wealth (CWM LLC) first reported a position in SVC in Q3 2013 and has held it in 31 quarters since. The position peaked at $642K in Q4 2013. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,966 shares of Service Properties Trust worth $94.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,166 Service Properties Trust shares in Q1 2026, an estimated $127K.
  • Service Properties Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3321 holding.
  • Carson Wealth (CWM LLC) first reported a position in Service Properties Trust in Q3 2013 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Service Properties Trust position peaked at $642K in Q4 2013.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.