TWD
SVC

True Wealth Design’s Service Properties Trust SVC Stock Holding History

True Wealth Design’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
-176
Closed -$1.19K – 2879
2026
Q1 		$1.19K Buy
176
+63
+56% +$655 ﹤0.01% 1739
2025
Q4 		$1.04K Sell
113
-134
-54% -$1.35K ﹤0.01% 1691
2025
Q3 		$3.35K Hold
247
– – ﹤0.01% 1259
2025
Q2 		$2.96K Buy
247
+245
+12,250% +$2.65K ﹤0.01% 1013
2025
Q1 		$24 Buy
+2
New +$27 ﹤0.01% 2556

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

True Wealth Design's SVC Position: Q2 2026 in Review

True Wealth Design sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 176 shares — an estimated $1.19K sold.

True Wealth Design first reported a position in SVC in Q1 2025 and held it in 5 quarters. The position peaked at $3.35K in Q3 2025. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • True Wealth Design reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 176 Service Properties Trust shares in Q2 2026, an estimated $1.19K.
  • True Wealth Design first reported a position in Service Properties Trust in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Service Properties Trust position peaked at $3.35K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.