Axxcess Wealth Management’s Choice Hotels CHH Stock Holding History

Axxcess Wealth Management’s Portfolio CHH Stock Details CHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,930	Closed	-$206K	–	1056
2025 Q3	$206K	Sell	1,930 -55	-3%	-$6.72K	﹤0.01%	883
2025 Q2	$252K	Sell	1,985 -2	-0.1%	-$253	0.01%	769
2025 Q1	$264K	Buy	1,987 +55	+3%	+$7.84K	0.01%	722
2024 Q4	$274K	Sell	1,932 -225	-10%	-$31.8K	0.01%	696
2024 Q3	$281K	Buy	+2,157	New	+$270K	0.01%	707
2024 Q2	–	Sell	-1,621	Closed	-$205K	–	859
2024 Q1	$205K	Buy	+1,621	New	+$194K	0.01%	815
2023 Q4	–	Sell	-1,656	Closed	-$203K	–	850
2023 Q3	$203K	Buy	+1,656	New	+$208K	0.01%	733
2022 Q3	–	Sell	-5,203	Closed	-$581K	–	555
2022 Q2	$581K	Sell	5,203 -330	-6%	-$42.9K	0.05%	278
2022 Q1	$784K	Buy	+5,533	New	+$796K	0.06%	266

Other funds holding CHH

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Axxcess Wealth Management's CHH Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Choice Hotels (CHH) in Q4 2025, closing a stake of 1,930 shares — an estimated $206K sold.

Axxcess Wealth Management first reported a position in CHH in Q1 2022 and held it in 9 quarters. The position peaked at $784K in Q1 2022. 328 funds tracked by Wall St. Rank hold CHH as of Q4 2025.

Axxcess Wealth Management reported no remaining Choice Hotels position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 1,930 Choice Hotels shares in Q4 2025, an estimated $206K.
Axxcess Wealth Management first reported a position in Choice Hotels in Q1 2022 and held it in 9 quarters.
Axxcess Wealth Management's Choice Hotels position peaked at $784K in Q1 2022.
328 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.