Northwestern Mutual Wealth Management
SVC

Northwestern Mutual Wealth Management’s Service Properties Trust SVC Stock Holding History

Northwestern Mutual Wealth Management’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 		$8.07K Sell
1,191
-192
-14% -$2K ﹤0.01% 3146
2025
Q4 		$12.7K Hold
1,383
– – ﹤0.01% 2907
2025
Q3 		$18.7K Buy
1,383
+192
+16% +$2.6K ﹤0.01% 2702
2025
Q2 		$14.2K Hold
1,191
– – ﹤0.01% 2678
2025
Q1 		$15.5K Hold
1,191
– – ﹤0.01% 2596
2024
Q4 		$15.1K Sell
1,191
-40
-3% -$646 ﹤0.01% 2608
2024
Q3 		$28.1K Buy
1,231
+40
+3% +$995 ﹤0.01% 2357
2024
Q2 		$30.6K Sell
1,191
-38
-3% -$1.09K ﹤0.01% 2261
2024
Q1 		$41.7K Sell
1,229
-410
-25% -$15.2K ﹤0.01% 2153
2023
Q4 		$70K Buy
1,639
+448
+38% +$16.9K ﹤0.01% 1917
2023
Q3 		$45.8K Hold
1,191
– – ﹤0.01% 2004
2023
Q2 		$51.7K Sell
1,191
-212
-15% -$9.31K ﹤0.01% 1969
2023
Q1 		$69.9K Sell
1,403
-40
-3% -$1.85K ﹤0.01% 1818
2022
Q4 		$52.6K Buy
1,443
+40
+3% +$1.47K ﹤0.01% 1892
2022
Q3 		$36K Sell
1,403
-151
-10% -$5.01K ﹤0.01% 2012
2022
Q2 		$41K Sell
1,554
-2,454
-61% -$84.7K ﹤0.01% 1990
2022
Q1 		$177K Buy
4,008
+991
+33% +$43.1K ﹤0.01% 1484
2021
Q4 		$132K Buy
3,017
+686
+29% +$34.9K ﹤0.01% 1601
2021
Q3 		$130K Buy
2,331
+790
+51% +$44.9K ﹤0.01% 1516
2021
Q2 		$97K Buy
1,541
+138
+10% +$8.56K ﹤0.01% 1609
2021
Q1 		$83K Hold
1,403
– – ﹤0.01% 1560
2020
Q4 		$81K Sell
1,403
-190
-12% -$9.65K ﹤0.01% 1477
2020
Q3 		$63K Buy
1,593
+190
+14% +$7.24K ﹤0.01% 1427
2020
Q2 		$50K Buy
1,403
+213
+18% +$7.42K ﹤0.01% 1442
2020
Q1 		$32K Buy
1,190
+53
+5% +$4.75K ﹤0.01% 1552
2019
Q4 		$138K Buy
1,137
+50
+5% +$6.09K ﹤0.01% 1096
2019
Q3 		$140K Hold
1,087
– – ﹤0.01% 1026
2019
Q2 		$136K Hold
1,087
– – ﹤0.01% 1010
2019
Q1 		$143K Buy
+1,087
New +$143K ﹤0.01% 958
2018
Q4 		– Sell
-1,357
Closed -$196K – 2640
2018
Q3 		$196K Buy
1,357
+180
+15% +$25.8K ﹤0.01% 811
2018
Q2 		$168K Hold
1,177
– – ﹤0.01% 819
2018
Q1 		$149K Sell
1,177
-20
-2% -$2.69K ﹤0.01% 825
2017
Q4 		$179K Buy
1,197
+5
+0.4% +$734 ﹤0.01% 756
2017
Q3 		$170K Buy
1,192
+15
+1% +$2.11K ﹤0.01% 735
2017
Q2 		$172K Sell
1,177
-115
-9% -$17.6K ﹤0.01% 718
2017
Q1 		$204K Buy
1,292
+1,252
+3,130% +$196K ﹤0.01% 642
2016
Q4 		$6K Buy
+40
New +$5.8K ﹤0.01% 1797
2016
Q3 		– Sell
-22,480
Closed -$3.24M – 1367
2016
Q2 		$3.24M Buy
22,480
+22,476
+561,900% +$2.96M 0.05% 198
2016
Q1 		$0 Buy
+4
New +$486 ﹤0.01% 2283
2014
Q3 		– Sell
-25
Closed -$4K – 1452
2014
Q2 		$4K Buy
+25
New +$3.65K ﹤0.01% 1057

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

Northwestern Mutual Wealth Management's SVC Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Service Properties Trust (SVC) stake by 14% in Q1 2026, selling an estimated $2K and leaving 1,191 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

Northwestern Mutual Wealth Management first reported a position in SVC in Q2 2014 and has held it in 40 quarters since. The position peaked at $3.24M in Q2 2016. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,191 shares of Service Properties Trust worth $8.07K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 192 Service Properties Trust shares in Q1 2026, an estimated $2K.
  • Service Properties Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3146 holding.
  • Northwestern Mutual Wealth Management first reported a position in Service Properties Trust in Q2 2014 and has held it in 40 quarters since.
  • Northwestern Mutual Wealth Management's Service Properties Trust position peaked at $3.24M in Q2 2016.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.