HWA
SVC

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

HighRoad 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
Q2 		$26.2K Hold
3,100
– – 0.02% 38
2026
Q1 		$21K Hold
3,100
– – 0.02% 37
2025
Q4 		$28.5K Buy
+3,100
New +$31.1K 0.03% 35

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

HighRoad Wealth Advisors's SVC Position: Q2 2026 in Review

HighRoad Wealth Advisors held its Service Properties Trust (SVC) position steady in Q2 2026 at 3,100 shares worth $26.2K. The position accounts for 0.02% of the portfolio, ranked #38.

HighRoad Wealth Advisors first reported a position in SVC in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.5K in Q4 2025. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • HighRoad Wealth Advisors held 3,100 shares of Service Properties Trust worth $26.2K as of Q2 2026.
  • HighRoad Wealth Advisors left its Service Properties Trust share count unchanged in Q2 2026.
  • Service Properties Trust made up 0.02% of HighRoad Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • HighRoad Wealth Advisors first reported a position in Service Properties Trust in Q4 2025 and has held it in 3 quarters since.
  • HighRoad Wealth Advisors's Service Properties Trust position peaked at $28.5K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.