MPWT
SVC

MassMutual Private Wealth & Trust’s Service Properties Trust SVC Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-200
Closed -$1.35K – 2490
2026
Q1 		$1.35K Hold
200
– – ﹤0.01% 2068
2025
Q4 		$1.84K Hold
200
– – ﹤0.01% 2017
2025
Q3 		$2.71K Hold
200
– – ﹤0.01% 1900
2025
Q2 		$2.38K Sell
200
-31
-13% -$335 ﹤0.01% 1904
2025
Q1 		$3.02K Buy
231
+1
+0.4% +$14 ﹤0.01% 1790
2024
Q4 		$2.92K Buy
230
+130
+130% +$2.1K ﹤0.01% 1713
2024
Q3 		$2.28K Buy
+100
New +$2.49K ﹤0.01% 1616
2024
Q2 		– Sell
-21
Closed -$705 – 2229
2024
Q1 		$705 Buy
21
+1
+5% +$37 ﹤0.01% 1788
2023
Q4 		$837 Buy
+20
New +$756 ﹤0.01% 1713
2019
Q1 		– Sell
-11
Closed -$1.27K – 983
2018
Q4 		$1.27K Hold
11
– – ﹤0.01% 889
2018
Q3 		$1.53K Sell
11
-12
-52% -$1.72K ﹤0.01% 865
2018
Q2 		$3.35K Buy
23
+12
+109% +$1.62K ﹤0.01% 798
2018
Q1 		$1.34K Hold
11
– – ﹤0.01% 896
2017
Q4 		$1.58K Buy
+11
New +$1.62K ﹤0.01% 791
2014
Q1 		– Sell
-7
Closed -$931 – 628
2013
Q4 		$1K Buy
+7
New +$974 ﹤0.01% 462

Other funds holding SVC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 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

MassMutual Private Wealth & Trust's SVC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 200 shares — an estimated $1.35K sold.

MassMutual Private Wealth & Trust first reported a position in SVC in Q4 2013 and held it in 15 quarters. The position peaked at $3.35K in Q2 2018. 10 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 200 Service Properties Trust shares in Q2 2026, an estimated $1.35K.
  • MassMutual Private Wealth & Trust first reported a position in Service Properties Trust in Q4 2013 and held it in 15 quarters.
  • MassMutual Private Wealth & Trust's Service Properties Trust position peaked at $3.35K in Q2 2018.
  • 10 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.