Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Choice Hotels CHH Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$339K Sell
3,273
-271
-8% -$28.2K ﹤0.01% 2303
2025
Q4 		$338K Buy
3,544
+220
+7% +$20.9K ﹤0.01% 2184
2025
Q3 		$355K Sell
3,324
-178
-5% -$21.7K ﹤0.01% 1996
2025
Q2 		$444K Buy
3,502
+70
+2% +$8.85K ﹤0.01% 1645
2025
Q1 		$456K Buy
3,432
+21
+0.6% +$2.99K ﹤0.01% 1486
2024
Q4 		$484K Buy
3,411
+56
+2% +$7.92K ﹤0.01% 1389
2024
Q3 		$437K Sell
3,355
-23
-0.7% -$2.88K ﹤0.01% 1374
2024
Q2 		$402K Sell
3,378
-796
-19% -$93.9K ﹤0.01% 1276
2024
Q1 		$527K Buy
4,174
+3,114
+294% +$372K ﹤0.01% 1116
2023
Q4 		$120K Buy
1,060
+30
+3% +$3.43K ﹤0.01% 1644
2023
Q3 		$126K Buy
1,030
+33
+3% +$4.15K ﹤0.01% 1512
2023
Q2 		$117K Buy
997
+4
+0.4% +$480 ﹤0.01% 1494
2023
Q1 		$116K Sell
993
-31
-3% -$3.71K ﹤0.01% 1421
2022
Q4 		$115K Sell
1,024
-305
-23% -$36.4K ﹤0.01% 1316
2022
Q3 		$146K Buy
1,329
+457
+52% +$52.4K ﹤0.01% 1168
2022
Q2 		$97K Buy
872
+122
+16% +$15.8K ﹤0.01% 1329
2022
Q1 		$106K Sell
750
-127
-14% -$18.3K ﹤0.01% 1298
2021
Q4 		$137K Buy
+877
New +$126K ﹤0.01% 1178
2021
Q2 		$104K Hold
877
– – ﹤0.01% 1119
2021
Q1 		$104K Hold
877
– – ﹤0.01% 1119
2020
Q4 		$104K Hold
877
– – ﹤0.01% 1119
2020
Q3 		$104K Hold
877
– – ﹤0.01% 1119
2020
Q2 		$104K Hold
877
– – ﹤0.01% 1119
2020
Q1 		$104K Hold
877
– – ﹤0.01% 1119
2019
Q4 		$104K Hold
877
– – ﹤0.01% 1119
2019
Q3 		$104K Hold
877
– – ﹤0.01% 1119
2019
Q2 		$104K Hold
877
– – ﹤0.01% 1119
2019
Q1 		$104K Buy
877
+869
+10,863% +$67.5K ﹤0.01% 1119
2018
Q4 		$1K Buy
8
+3
+60% +$225 ﹤0.01% 1857
2018
Q3 		$0 Buy
+5
New +$392 ﹤0.01% 1852

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Choice Hotels (CHH) stake by 7.6% in Q1 2026, selling an estimated $28.2K and leaving 3,273 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Carson Wealth (CWM LLC) first reported a position in CHH in Q3 2018 and has held it in 30 quarters since. The position peaked at $527K in Q1 2024. 328 funds tracked by Wall St. Rank hold CHH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,273 shares of Choice Hotels worth $339K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 271 Choice Hotels shares in Q1 2026, an estimated $28.2K.
  • Choice Hotels made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2303 holding.
  • Carson Wealth (CWM LLC) first reported a position in Choice Hotels in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Choice Hotels position peaked at $527K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.