Private Wealth Management Group’s Service Properties Trust SVC Stock Holding History

Private Wealth Management Group’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	-54	Closed	-$364	–	1510
2026 Q1	$364	Hold	54	–	–	﹤0.01%	1386
2025 Q4	$494	Hold	54	–	–	﹤0.01%	1406
2025 Q3	$727	Hold	54	–	–	﹤0.01%	1357
2025 Q2	$641	Buy	+54	New	+$583	﹤0.01%	1374
2024 Q4	–	Sell	-37	Closed	-$853	–	1569
2024 Q3	$853	Sell	37 -43	-54%	-$1.07K	﹤0.01%	1328
2024 Q2	$2.05K	Buy	80 +63	+371%	+$1.81K	﹤0.01%	1037
2024 Q1	$563	Hold	17	–	–	﹤0.01%	1423
2023 Q4	$709	Buy	+17	New	+$643	﹤0.01%	1377

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

Private Wealth Management Group's SVC Position: Q2 2026 in Review

Private Wealth Management Group sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 54 shares — an estimated $364 sold.

Private Wealth Management Group first reported a position in SVC in Q4 2023 and held it in 8 quarters. The position peaked at $2.05K in Q2 2024. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Private Wealth Management Group reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
Private Wealth Management Group sold 54 Service Properties Trust shares in Q2 2026, an estimated $364.
Private Wealth Management Group first reported a position in Service Properties Trust in Q4 2023 and held it in 8 quarters.
Private Wealth Management Group's Service Properties Trust position peaked at $2.05K in Q2 2024.
223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.