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
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

YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whipplewood Advisors's SVC Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Service Properties Trust (SVC) in Q1 2026: 7 shares worth $49. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in SVC as recently as Q2 2025.

Whipplewood Advisors first reported a position in SVC in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.11K in Q2 2025. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Whipplewood Advisors held 7 shares of Service Properties Trust worth $49 as of Q1 2026.
  • Service Properties Trust was a new Whipplewood Advisors position in Q1 2026.
  • Service Properties Trust made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #1054 holding.
  • Whipplewood Advisors first reported a position in Service Properties Trust in Q2 2025 and has held it in 2 quarters since.
  • Whipplewood Advisors's Service Properties Trust position peaked at $1.11K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.