EWA
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EverSource Wealth Advisors’s Choice Hotels CHH Stock Holding History

EverSource Wealth Advisors’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 		$30.1K Sell
273
-179
-40% -$19.8K ﹤0.01% 2146
2026
Q1 		$46.8K Sell
452
-262
-37% -$27.2K ﹤0.01% 1938
2025
Q4 		$68K Sell
714
-353
-33% -$33.6K ﹤0.01% 1533
2025
Q3 		$114K Sell
1,067
-470
-31% -$57.4K ﹤0.01% 1209
2025
Q2 		$195K Sell
1,537
-2,691
-64% -$340K 0.01% 872
2025
Q1 		$561K Buy
4,228
+24
+0.6% +$3.42K 0.03% 356
2024
Q4 		$597K Buy
4,204
+29
+0.7% +$4.1K 0.03% 336
2024
Q3 		$544K Buy
4,175
+16
+0.4% +$2K 0.03% 309
2024
Q2 		$530K Buy
4,159
+1,528
+58% +$180K 0.04% 300
2024
Q1 		$311K Buy
2,631
+644
+32% +$77K 0.02% 368
2023
Q4 		$225K Buy
1,987
+23
+1% +$2.63K 0.02% 404
2023
Q3 		$241K Sell
1,964
-53
-3% -$6.67K 0.03% 358
2023
Q2 		$237K Buy
2,017
+2,004
+15,415% +$241K 0.03% 367
2023
Q1 		$1.52K Buy
+13
New +$1.56K ﹤0.01% 2020
2022
Q3 		– Sell
-538
Closed -$60K – 1986
2022
Q2 		$60K Buy
+538
New +$69.9K 0.02% 559

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's CHH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Choice Hotels (CHH) stake by 40% in Q2 2026, selling an estimated $19.8K and leaving 273 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

EverSource Wealth Advisors first reported a position in CHH in Q2 2022 and has held it in 15 quarters since. The position peaked at $597K in Q4 2024. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

  • EverSource Wealth Advisors held 273 shares of Choice Hotels worth $30.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 179 Choice Hotels shares in Q2 2026, an estimated $19.8K.
  • Choice Hotels made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2146 holding.
  • EverSource Wealth Advisors first reported a position in Choice Hotels in Q2 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Choice Hotels position peaked at $597K in Q4 2024.
  • 332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.