True Wealth Design’s Choice Hotels CHH Stock Holding History

True Wealth Design’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	$5.84K	Buy	57 +2	+4%	+$212	﹤0.01%	1289
2026 Q2	$6.07K	Buy	55 +53	+2,650%	+$5.86K	﹤0.01%	1256
2026 Q1	$207	Hold	2	–	–	﹤0.01%	2330
2025 Q4	$191	Sell	2 -10	-83%	-$952	﹤0.01%	2238
2025 Q3	$1.28K	Sell	12 -30	-71%	-$3.66K	﹤0.01%	1662
2025 Q2	$5.33K	Sell	42 -1	-2%	-$126	﹤0.01%	780
2025 Q1	$5.71K	Buy	+43	New	+$6.13K	﹤0.01%	646

Other funds holding CHH

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

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

True Wealth Design's CHH Position: Q3 2026 in Review

True Wealth Design increased its Choice Hotels (CHH) stake by 3.6% in Q3 2026, buying an estimated $212 and bringing the position to 57 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

True Wealth Design first reported a position in CHH in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.07K in Q2 2026. 15 funds tracked by Wall St. Rank hold CHH as of Q3 2026.

True Wealth Design held 57 shares of Choice Hotels worth $5.84K as of Q3 2026.
True Wealth Design bought 2 Choice Hotels shares in Q3 2026, an estimated $212.
Choice Hotels made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1289 holding.
True Wealth Design first reported a position in Choice Hotels in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Choice Hotels position peaked at $6.07K in Q2 2026.
15 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.