United Capital Financial Advisors
CHH icon

United Capital Financial Advisors’s Choice Hotels CHH Stock Holding History

United Capital Financial 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
Q2 		– Sell
-2,101
Closed -$217K – 1650
2026
Q1 		$217K Buy
+2,101
New +$218K ﹤0.01% 1521
2022
Q2 		– Sell
-1,551
Closed -$220K – 1132
2022
Q1 		$220K Buy
1,551
+4
+0.3% +$576 ﹤0.01% 1090
2021
Q4 		$241K Buy
+1,547
New +$222K ﹤0.01% 1094
2019
Q4 		– Sell
-43,206
Closed -$3.84M – 1381
2019
Q3 		$3.84M Buy
+43,206
New +$3.86M 0.03% 471
2018
Q3 		– Sell
-3,349
Closed -$253K – 1338
2018
Q2 		$253K Buy
3,349
+83
+3% +$6.66K ﹤0.01% 1158
2018
Q1 		$262K Sell
3,266
-1
-0% -$81 ﹤0.01% 1137
2017
Q4 		$254K Buy
+3,267
New +$239K ﹤0.01% 1168
2017
Q2 		– Sell
-3,394
Closed -$212K – 1278
2017
Q1 		$212K Buy
+3,394
New +$200K ﹤0.01% 1169

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
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

United Capital Financial Advisors's CHH Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Choice Hotels (CHH) in Q2 2026, closing a stake of 2,101 shares — an estimated $217K sold.

United Capital Financial Advisors first reported a position in CHH in Q1 2017 and held it in 8 quarters. The position peaked at $3.84M in Q3 2019. 333 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Choice Hotels position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,101 Choice Hotels shares in Q2 2026, an estimated $217K.
  • United Capital Financial Advisors first reported a position in Choice Hotels in Q1 2017 and held it in 8 quarters.
  • United Capital Financial Advisors's Choice Hotels position peaked at $3.84M in Q3 2019.
  • 333 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.