SWP
SVC

Strategic Wealth Partners’s Service Properties Trust SVC Stock Holding History

Strategic Wealth Partners’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 		$64 Hold
8
– – ﹤0.01% 1402
2026
Q1 		$51 Hold
8
– – ﹤0.01% 1419
2025
Q4 		$70 Buy
+8
New +$80 ﹤0.01% 1403

Other funds holding SVC

BlackRock
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
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
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

Strategic Wealth Partners's SVC Position: Q2 2026 in Review

Strategic Wealth Partners held its Service Properties Trust (SVC) position steady in Q2 2026 at 8 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Strategic Wealth Partners first reported a position in SVC in Q4 2025 and has held it in 3 quarters since. The position peaked at $70 in Q4 2025. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Strategic Wealth Partners held 8 shares of Service Properties Trust worth $64 as of Q2 2026.
  • Strategic Wealth Partners left its Service Properties Trust share count unchanged in Q2 2026.
  • Service Properties Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1402 holding.
  • Strategic Wealth Partners first reported a position in Service Properties Trust in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Service Properties Trust position peaked at $70 in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.