True Wealth Design
SVC icon

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
Q3 		$2.4K Buy
+372
New +$2.91K ﹤0.01% 1608
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

True Wealth Design's SVC Position: Q3 2026 in Review

True Wealth Design opened a new position in Service Properties Trust (SVC) in Q3 2026: 372 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: True Wealth Design previously reported a position in SVC as recently as Q1 2026.

True Wealth Design first reported a position in SVC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.35K in Q3 2025. 90 funds tracked by Wall St. Rank hold SVC as of Q3 2026.

  • True Wealth Design held 372 shares of Service Properties Trust worth $2.4K as of Q3 2026.
  • Service Properties Trust was a new True Wealth Design position in Q3 2026.
  • Service Properties Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1608 holding.
  • True Wealth Design first reported a position in Service Properties Trust in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Service Properties Trust position peaked at $3.35K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.