Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Choice Hotels CHH Stock Holding History

Envestnet Portfolio Solutions’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
-3,120
Closed -$334K – 1499
2025
Q3 		$334K Sell
3,120
-809
-21% -$98.8K ﹤0.01% 1193
2025
Q2 		$499K Sell
3,929
-597
-13% -$75.4K ﹤0.01% 1098
2025
Q1 		$601K Sell
4,526
-1,456
-24% -$208K ﹤0.01% 978
2024
Q4 		$849K Buy
5,982
+15
+0.3% +$2.12K ﹤0.01% 1004
2024
Q3 		$778K Buy
5,967
+517
+9% +$64.8K ﹤0.01% 993
2024
Q2 		$649K Buy
5,450
+1,140
+26% +$134K ﹤0.01% 1027
2024
Q1 		$545K Buy
4,310
+246
+6% +$29.4K ﹤0.01% 1088
2023
Q4 		$460K Sell
4,064
-3,268
-45% -$374K ﹤0.01% 1087
2023
Q3 		$898K Buy
+7,332
New +$922K ﹤0.01% 776

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Envestnet Portfolio Solutions's CHH Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Choice Hotels (CHH) in Q4 2025, closing a stake of 3,120 shares — an estimated $334K sold.

Envestnet Portfolio Solutions first reported a position in CHH in Q3 2023 and held it in 9 quarters. The position peaked at $898K in Q3 2023. 328 funds tracked by Wall St. Rank hold CHH as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Choice Hotels position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,120 Choice Hotels shares in Q4 2025, an estimated $334K.
  • Envestnet Portfolio Solutions first reported a position in Choice Hotels in Q3 2023 and held it in 9 quarters.
  • Envestnet Portfolio Solutions's Choice Hotels position peaked at $898K in Q3 2023.
  • 328 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.