HWA
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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
Q3 		$277K Hold
2,700
– – 0.02% 192
2026
Q2 		$298K Hold
2,700
– – 0.02% 192
2026
Q1 		$279K Buy
+2,700
New +$281K 0.02% 184

Other funds holding CHH

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Heartwood Wealth Advisors's CHH Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Choice Hotels (CHH) position steady in Q3 2026 at 2,700 shares worth $277K. 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 3 quarters since. The position peaked at $298K in Q2 2026. 14 funds tracked by Wall St. Rank hold CHH as of Q3 2026.

  • Heartwood Wealth Advisors held 2,700 shares of Choice Hotels worth $277K as of Q3 2026.
  • Heartwood Wealth Advisors left its Choice Hotels share count unchanged in Q3 2026.
  • Choice Hotels made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #192 holding.
  • Heartwood Wealth Advisors first reported a position in Choice Hotels in Q1 2026 and has held it in 3 quarters since.
  • Heartwood Wealth Advisors's Choice Hotels position peaked at $298K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.