Heartwood Wealth Advisors’s Choice Hotels CHH Stock Holding History

Heartwood 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	$298K	Hold	2,700	–	–	0.02%	192
2026 Q1	$279K	Buy	+2,700	New	+$281K	0.02%	184

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

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

Heartwood Wealth Advisors held its Choice Hotels (CHH) position steady in Q2 2026 at 2,700 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #192.

Heartwood Wealth Advisors first reported a position in CHH in Q1 2026 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

Heartwood Wealth Advisors held 2,700 shares of Choice Hotels worth $298K as of Q2 2026.
Heartwood Wealth Advisors left its Choice Hotels share count unchanged in Q2 2026.
Choice Hotels made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #192 holding.
Heartwood Wealth Advisors first reported a position in Choice Hotels in Q1 2026 and has held it in 2 quarters since.
332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.