WA
SVC

Whipplewood Advisors’s Service Properties Trust SVC Stock Holding History

Whipplewood 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
-7
Closed -$49 – 983
2026
Q1 		$49 Buy
+7
New +$73 ﹤0.01% 1054
2025
Q3 		– Sell
-93
Closed -$1.11K – 1049
2025
Q2 		$1.11K Buy
+93
New +$1K ﹤0.01% 1002

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's SVC Position: Q2 2026 in Review

Whipplewood Advisors sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 7 shares — an estimated $49 sold.

Whipplewood Advisors first reported a position in SVC in Q2 2025 and held it in 2 quarters. The position peaked at $1.11K in Q2 2025. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Whipplewood Advisors reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 7 Service Properties Trust shares in Q2 2026, an estimated $49.
  • Whipplewood Advisors first reported a position in Service Properties Trust in Q2 2025 and held it in 2 quarters.
  • Whipplewood Advisors's Service Properties Trust position peaked at $1.11K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.