Family Wealth Partners’s Service Properties Trust SVC Stock Holding History

Family Wealth Partners’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	$18.4K	Sell	2,175 -53	-2%	-$417	0.01%	108
2026 Q1	$15.1K	Buy	2,228 +63	+3%	+$655	0.01%	105
2025 Q4	$19.9K	Buy	2,165 +12	+0.6%	+$121	0.01%	92
2025 Q3	$29.2K	Sell	2,153 -60	-3%	-$813	0.01%	81
2025 Q2	$26.4K	Buy	2,213 +9	+0.4%	+$97	0.01%	62
2025 Q1	$28.8K	Buy	+2,204	New	+$29.8K	0.01%	51
2024 Q4	–	Sell	-3,011	Closed	-$68.7K	–	44
2024 Q3	$68.7K	Buy	+3,011	New	+$74.9K	0.04%	44

Other funds holding SVC

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Family Wealth Partners's SVC Position: Q2 2026 in Review

Family Wealth Partners reduced its Service Properties Trust (SVC) stake by 2.4% in Q2 2026, selling an estimated $417 and leaving 2,175 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #108.

Family Wealth Partners first reported a position in SVC in Q3 2024 and has held it in 7 quarters since. The position peaked at $68.7K in Q3 2024. 36 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Family Wealth Partners held 2,175 shares of Service Properties Trust worth $18.4K as of Q2 2026.
Family Wealth Partners sold 53 Service Properties Trust shares in Q2 2026, an estimated $417.
Service Properties Trust made up 0.01% of Family Wealth Partners's portfolio in Q2 2026, its #108 holding.
Family Wealth Partners first reported a position in Service Properties Trust in Q3 2024 and has held it in 7 quarters since.
Family Wealth Partners's Service Properties Trust position peaked at $68.7K in Q3 2024.
36 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.