EWA
SVC

EverSource Wealth Advisors’s Service Properties Trust SVC Stock Holding History

EverSource Wealth Advisors’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
Q1 		$3.27K Buy
483
+400
+482% +$4.16K ﹤0.01% 3457
2025
Q4 		$762 Sell
83
-246
-75% -$2.47K ﹤0.01% 3779
2025
Q3 		$4.46K Buy
329
+70
+27% +$949 ﹤0.01% 3205
2025
Q2 		$3.09K Sell
259
-334
-56% -$3.61K ﹤0.01% 3340
2025
Q1 		$7.74K Buy
593
+244
+70% +$3.3K ﹤0.01% 2263
2024
Q4 		$4.43K Buy
349
+298
+584% +$4.82K ﹤0.01% 2408
2024
Q3 		$1.17K Sell
51
-231
-82% -$5.75K ﹤0.01% 2685
2024
Q2 		$8K Sell
282
-76
-21% -$2.19K ﹤0.01% 1982
2024
Q1 		$11K Buy
358
+20
+6% +$742 ﹤0.01% 1644
2023
Q4 		$14.4K Hold
338
– – ﹤0.01% 1398
2023
Q3 		$13K Buy
338
+13
+4% +$541 ﹤0.01% 1313
2023
Q2 		$14.1K Hold
325
– – ﹤0.01% 1297
2023
Q1 		$16.2K Sell
325
-56
-15% -$2.59K ﹤0.01% 1161
2022
Q4 		$13.9K Buy
381
+43
+13% +$1.58K ﹤0.01% 1199
2022
Q3 		$8K Buy
+338
New +$11.2K ﹤0.01% 1212
2022
Q2 		– Sell
-516
Closed -$23K – 1883
2022
Q1 		$23K Buy
516
+369
+251% +$16.1K 0.01% 649
2021
Q4 		$6K Buy
+147
New +$7.49K ﹤0.01% 1200

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

EverSource Wealth Advisors's SVC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Service Properties Trust (SVC) stake by 482% in Q1 2026, buying an estimated $4.16K and bringing the position to 483 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3457.

EverSource Wealth Advisors first reported a position in SVC in Q4 2021 and has held it in 17 quarters since. The position peaked at $23K in Q1 2022. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • EverSource Wealth Advisors held 483 shares of Service Properties Trust worth $3.27K as of Q1 2026.
  • EverSource Wealth Advisors bought 400 Service Properties Trust shares in Q1 2026, an estimated $4.16K.
  • Service Properties Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3457 holding.
  • EverSource Wealth Advisors first reported a position in Service Properties Trust in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Service Properties Trust position peaked at $23K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.