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 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 New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

United Capital Financial Advisors's CHH Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Choice Hotels (CHH) in Q1 2026: 2,101 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in CHH as recently as Q1 2022.

United Capital Financial Advisors first reported a position in CHH in Q1 2017 and has held it in 8 quarters since. The position peaked at $3.84M in Q3 2019. 328 funds tracked by Wall St. Rank hold CHH as of Q1 2026.

United Capital Financial Advisors held 2,101 shares of Choice Hotels worth $217K as of Q1 2026.
Choice Hotels was a new United Capital Financial Advisors position in Q1 2026.
Choice Hotels made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1521 holding.
United Capital Financial Advisors first reported a position in Choice Hotels in Q1 2017 and has held it in 8 quarters since.
United Capital Financial Advisors's Choice Hotels position peaked at $3.84M in Q3 2019.
328 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.