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Summit Wealth Group (Colorado)’s Choice Hotels CHH Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-5,958
Closed -$730K – 330
2025
Q3 		$730K Buy
+5,958
New +$728K 0.08% 209

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Wealth Group (Colorado)'s CHH Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Choice Hotels (CHH) in Q4 2025, closing a stake of 5,958 shares — an estimated $730K sold.

Summit Wealth Group (Colorado) first reported a position in CHH in Q3 2025 and held it in 1 quarter. The position peaked at $730K in Q3 2025. 328 funds tracked by Wall St. Rank hold CHH as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Choice Hotels position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,958 Choice Hotels shares in Q4 2025, an estimated $730K.
  • Summit Wealth Group (Colorado) first reported a position in Choice Hotels in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Choice Hotels position peaked at $730K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.