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Principia Wealth Advisory’s Choice Hotels CHH Stock Holding History

Principia Wealth Advisory’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 		$221 Hold
2
– – ﹤0.01% 988
2026
Q1 		$207 Hold
2
– – ﹤0.01% 954
2025
Q4 		$191 Buy
+2
New +$190 ﹤0.01% 932

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

Principia Wealth Advisory's CHH Position: Q2 2026 in Review

Principia Wealth Advisory held its Choice Hotels (CHH) position steady in Q2 2026 at 2 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Principia Wealth Advisory first reported a position in CHH in Q4 2025 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Choice Hotels worth $221 as of Q2 2026.
  • Principia Wealth Advisory left its Choice Hotels share count unchanged in Q2 2026.
  • Choice Hotels made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #988 holding.
  • Principia Wealth Advisory first reported a position in Choice Hotels in Q4 2025 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.