NewEdge Wealth’s Choice Hotels CHH Stock Holding History

NewEdge Wealth’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	$2.23M	Sell	20,194 -4,318	-18%	-$478K	0.02%	432
2026 Q1	$2.54M	Buy	24,512 +3,140	+15%	+$327K	0.03%	364
2025 Q4	$2.04M	Sell	21,372 -6,835	-24%	-$651K	0.02%	444
2025 Q3	$2.74M	Sell	28,207 -2,196	-7%	-$268K	0.04%	319
2025 Q2	$3.75M	Sell	30,403 -469	-2%	-$59.3K	0.06%	253
2025 Q1	$4.1M	Buy	30,872 +774	+3%	+$110K	0.07%	218
2024 Q4	$4.27M	Sell	30,098 -834	-3%	-$118K	0.07%	216
2024 Q3	$4.03M	Buy	30,932 +7,688	+33%	+$963K	0.07%	225
2024 Q2	$2.77M	Buy	23,244 +912	+4%	+$108K	0.06%	265
2024 Q1	$2.68M	Buy	22,332 +2,195	+11%	+$262K	0.06%	272
2023 Q4	$2.28M	Buy	20,137 +679	+3%	+$77.6K	0.06%	277
2023 Q3	$2.38M	Buy	19,458 +1,803	+10%	+$227K	0.08%	222
2023 Q2	$2.07M	Buy	+17,655	New	+$2.12M	0.07%	245

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

NewEdge Wealth's CHH Position: Q2 2026 in Review

NewEdge Wealth reduced its Choice Hotels (CHH) stake by 18% in Q2 2026, selling an estimated $478K and leaving 20,194 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #432.

NewEdge Wealth first reported a position in CHH in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.27M in Q4 2024. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

NewEdge Wealth held 20,194 shares of Choice Hotels worth $2.23M as of Q2 2026.
NewEdge Wealth sold 4,318 Choice Hotels shares in Q2 2026, an estimated $478K.
Choice Hotels made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #432 holding.
NewEdge Wealth first reported a position in Choice Hotels in Q2 2023 and has held it in 13 quarters since.
NewEdge Wealth's Choice Hotels position peaked at $4.27M in Q4 2024.
332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.