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Congress Wealth Management’s Choice Hotels CHH Stock Holding History

Congress 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
Q2 		– Sell
-22,208
Closed -$2.95M – 1184
2025
Q1 		$2.95M Buy
22,208
+3,277
+17% +$467K 0.04% 422
2024
Q4 		$2.69M Buy
18,931
+2,539
+15% +$359K 0.04% 367
2024
Q3 		$2.14M Buy
16,392
+236
+1% +$29.6K 0.03% 414
2024
Q2 		$1.92M Buy
16,156
+1,590
+11% +$187K 0.03% 363
2024
Q1 		$1.84M Buy
14,566
+59
+0.4% +$7.05K 0.03% 326
2023
Q4 		$1.64M Sell
14,507
-77,698
-84% -$8.88M 0.03% 339
2023
Q3 		$11.3M Buy
92,205
+3,008
+3% +$378K 0.23% 127
2023
Q2 		$10.5M Buy
89,197
+1,017
+1% +$122K 0.24% 130
2023
Q1 		$10.3M Buy
88,180
+6,505
+8% +$779K 0.25% 127
2022
Q4 		$9.2M Buy
81,675
+66,280
+431% +$7.92M 0.24% 132
2022
Q3 		$1.69M Buy
15,395
+1,960
+15% +$225K 0.05% 287
2022
Q2 		$1.5M Buy
13,435
+777
+6% +$101K 0.04% 301
2022
Q1 		$1.79M Buy
12,658
+7,306
+137% +$1.05M 0.04% 302
2021
Q4 		$835K Buy
+5,352
New +$768K 0.02% 395

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Congress Wealth Management's CHH Position: Q2 2025 in Review

Congress Wealth Management sold out of Choice Hotels (CHH) in Q2 2025, closing a stake of 22,208 shares — an estimated $2.95M sold.

Congress Wealth Management first reported a position in CHH in Q4 2021 and held it in 14 quarters. The position peaked at $11.3M in Q3 2023. 354 funds tracked by Wall St. Rank hold CHH as of Q2 2025.

  • Congress Wealth Management reported no remaining Choice Hotels position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 22,208 Choice Hotels shares in Q2 2025, an estimated $2.95M.
  • Congress Wealth Management first reported a position in Choice Hotels in Q4 2021 and held it in 14 quarters.
  • Congress Wealth Management's Choice Hotels position peaked at $11.3M in Q3 2023.
  • 354 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.