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SVC

NewEdge Advisors’s Service Properties Trust SVC Stock Holding History

NewEdge 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 		– Sell
-120
Closed -$1.1K – 4382
2025
Q4 		$1.1K Buy
120
+30
+33% +$301 ﹤0.01% 3973
2025
Q3 		$1.21K Hold
90
– – ﹤0.01% 3855
2025
Q2 		$1.07K Sell
90
-60
-40% -$648 ﹤0.01% 3712
2025
Q1 		$1.95K Hold
150
– – ﹤0.01% 3517
2024
Q4 		$1.9K Buy
150
+60
+67% +$970 ﹤0.01% 3459
2024
Q3 		$2.04K Hold
90
– – ﹤0.01% 3378
2024
Q2 		$2.3K Hold
90
– – ﹤0.01% 3302
2024
Q1 		$3.04K Hold
90
– – ﹤0.01% 3287
2023
Q4 		$3.83K Sell
90
-9,810
-99% -$371K ﹤0.01% 3197
2023
Q3 		$381K Hold
9,900
– – ﹤0.01% 1306
2023
Q2 		$430K Hold
9,900
– – ﹤0.01% 1264
2023
Q1 		$493K Sell
9,900
-145
-1% -$6.71K 0.01% 1120
2022
Q4 		$5.65K Buy
10,045
+1,745
+21% +$64K ﹤0.01% 2551
2022
Q3 		$215K Buy
8,300
+2,000
+32% +$66.3K ﹤0.01% 1343
2022
Q2 		$165K Buy
6,300
+2,000
+47% +$69K ﹤0.01% 1419
2022
Q1 		$190K Hold
4,300
– – ﹤0.01% 1024
2021
Q4 		$189K Sell
4,300
-1,000
-19% -$50.9K ﹤0.01% 1529
2021
Q3 		$297K Sell
5,300
-66
-1% -$3.75K 0.01% 906
2021
Q2 		$338K Buy
5,366
+1,000
+23% +$62K 0.01% 858
2021
Q1 		$259K Buy
4,366
+965
+28% +$58K 0.01% 863
2020
Q4 		$195K Buy
3,401
+66
+2% +$3.35K 0.01% 897
2020
Q3 		$133K Hold
3,335
– – ﹤0.01% 861
2020
Q2 		$118K Buy
+3,335
New +$116K ﹤0.01% 808
2020
Q1 		– Sell
-10,313
Closed -$1.25M – 895
2019
Q4 		$1.25M Buy
10,313
+33
+0.3% +$4.02K 0.05% 317
2019
Q3 		$1.32M Sell
10,280
-855
-8% -$106K 0.06% 291
2019
Q2 		$1.39M Hold
11,135
– – 0.09% 227
2019
Q1 		$1.47M Hold
11,135
– – 0.09% 220
2018
Q4 		$1.33K Buy
+11,135
New +$1.45M 0.09% 203
2017
Q3 		– Sell
-131
Closed -$18.8K – 1030
2017
Q2 		$18.8K Buy
+131
New +$20K ﹤0.01% 760

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

NewEdge Advisors's SVC Position: Q1 2026 in Review

NewEdge Advisors sold out of Service Properties Trust (SVC) in Q1 2026, closing a stake of 120 shares — an estimated $1.1K sold.

NewEdge Advisors first reported a position in SVC in Q2 2017 and held it in 29 quarters. The position peaked at $1.47M in Q1 2019. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • NewEdge Advisors reported no remaining Service Properties Trust position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 120 Service Properties Trust shares in Q1 2026, an estimated $1.1K.
  • NewEdge Advisors first reported a position in Service Properties Trust in Q2 2017 and held it in 29 quarters.
  • NewEdge Advisors's Service Properties Trust position peaked at $1.47M in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.