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

SOA 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	–	Sell	-60	Closed	-$407	–	942
2026 Q1	$407	Hold	60	–	–	﹤0.01%	785
2025 Q4	$552	Hold	60	–	–	﹤0.01%	777
2025 Q3	$813	Hold	60	–	–	﹤0.01%	776
2025 Q2	$717	Hold	60	–	–	﹤0.01%	770
2025 Q1	$783	Hold	60	–	–	﹤0.01%	760
2024 Q4	$762	Hold	60	–	–	﹤0.01%	753
2024 Q3	$1.37K	Hold	60	–	–	﹤0.01%	699
2024 Q2	$1.54K	Hold	60	–	–	﹤0.01%	699
2024 Q1	$2.03K	Hold	60	–	–	﹤0.01%	708
2023 Q4	$2.56K	Hold	60	–	–	﹤0.01%	672
2023 Q3	$2.31K	Hold	60	–	–	﹤0.01%	702
2023 Q2	$2.61K	Hold	60	–	–	﹤0.01%	695
2023 Q1	$2.99K	Hold	60	–	–	﹤0.01%	680
2022 Q4	$2.19K	Hold	60	–	–	﹤0.01%	729
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	799
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	785
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	822
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	791
2021 Q3	$3K	Hold	60	–	–	﹤0.01%	765
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	741
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	691
2020 Q4	$3K	Buy	+60	New	+$3.05K	﹤0.01%	676

Other funds holding SVC

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 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 $3.37T AUM 44.26% 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

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

SOA Wealth Advisors sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 60 shares — an estimated $407 sold.

SOA Wealth Advisors first reported a position in SVC in Q4 2020 and held it in 22 quarters. The position peaked at $3K in Q3 2021. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

SOA Wealth Advisors reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 60 Service Properties Trust shares in Q2 2026, an estimated $407.
SOA Wealth Advisors first reported a position in Service Properties Trust in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's Service Properties Trust position peaked at $3K in Q3 2021.
223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

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