Bartlett & Co Wealth Management’s Choice Hotels CHH Stock Holding History

Bartlett & Co 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
2026 Q2	$298K	Hold	2,700	–	–	﹤0.01%	422
2026 Q1	$265K	Hold	2,700	–	–	﹤0.01%	417
2025 Q4	$257K	Hold	2,700	–	–	﹤0.01%	423
2025 Q3	$289K	Hold	2,700	–	–	﹤0.01%	406
2025 Q2	$343K	Hold	2,700	–	–	﹤0.01%	378
2025 Q1	$359K	Hold	2,700	–	–	0.01%	371
2024 Q4	$383K	Hold	2,700	–	–	0.01%	360
2024 Q3	$352K	Hold	2,700	–	–	0.01%	377
2024 Q2	$321K	Hold	2,700	–	–	﹤0.01%	384
2024 Q1	$341K	Hold	2,700	–	–	0.01%	382
2023 Q4	$305K	Hold	2,700	–	–	0.01%	412
2023 Q3	$332K	Hold	2,700	–	–	0.01%	389
2023 Q2	$317K	Hold	2,700	–	–	0.01%	396
2023 Q1	$317K	Hold	2,700	–	–	0.01%	337
2022 Q4	$305K	Hold	2,700	–	–	0.01%	342
2022 Q3	$296K	Hold	2,700	–	–	0.01%	329
2022 Q2	$302K	Hold	2,700	–	–	0.01%	322
2022 Q1	$383K	Hold	2,700	–	–	0.01%	319
2021 Q4	$421K	Buy	+2,700	New	+$388K	0.01%	312

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Voss Capital Houston, Texas $2.15B AUM 33.46% 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

Bartlett & Co Wealth Management's CHH Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Choice Hotels (CHH) position steady in Q2 2026 at 2,700 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Bartlett & Co Wealth Management first reported a position in CHH in Q4 2021 and has held it in 19 quarters since. The position peaked at $421K in Q4 2021. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

Bartlett & Co Wealth Management held 2,700 shares of Choice Hotels worth $298K as of Q2 2026.
Bartlett & Co Wealth Management left its Choice Hotels share count unchanged in Q2 2026.
Choice Hotels made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #422 holding.
Bartlett & Co Wealth Management first reported a position in Choice Hotels in Q4 2021 and has held it in 19 quarters since.
Bartlett & Co Wealth Management's Choice Hotels position peaked at $421K in Q4 2021.
332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.