IFWM
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Institute for Wealth Management’s Choice Hotels CHH Stock Holding History

Institute for Wealth Management’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 		$387K Sell
3,511
-186
-5% -$20.6K 0.03% 379
2026
Q1 		$383K Sell
3,697
-193
-5% -$20.1K 0.04% 371
2025
Q4 		$371K Sell
3,890
-824
-17% -$78.4K 0.04% 380
2025
Q3 		$504K Buy
4,714
+89
+2% +$10.9K 0.05% 321
2025
Q2 		$587K Sell
4,625
-148
-3% -$18.7K 0.07% 279
2025
Q1 		$634K Sell
4,773
-60
-1% -$8.55K 0.08% 253
2024
Q4 		$686K Sell
4,833
-21
-0.4% -$2.97K 0.09% 235
2024
Q3 		$632K Sell
4,854
-131
-3% -$16.4K 0.08% 249
2024
Q2 		$593K Sell
4,985
-19
-0.4% -$2.24K 0.08% 248
2024
Q1 		$632K Sell
5,004
-32
-0.6% -$3.83K 0.08% 244
2023
Q4 		$571K Buy
5,036
+337
+7% +$38.5K 0.09% 242
2023
Q3 		$576K Sell
4,699
-20
-0.4% -$2.52K 0.1% 235
2023
Q2 		$555K Sell
4,719
-204
-4% -$24.5K 0.09% 243
2023
Q1 		$577K Sell
4,923
-225
-4% -$27K 0.11% 238
2022
Q4 		$580K Sell
5,148
-59
-1% -$7.05K 0.12% 234
2022
Q3 		$570K Buy
5,207
+166
+3% +$19K 0.13% 209
2022
Q2 		$563K Buy
5,041
+381
+8% +$49.5K 0.11% 246
2022
Q1 		$661K Buy
4,660
+217
+5% +$31.2K 0.11% 234
2021
Q4 		$693K Buy
4,443
+316
+8% +$45.4K 0.11% 219
2021
Q3 		$522K Buy
4,127
+1,374
+50% +$164K 0.09% 266
2021
Q2 		$327K Buy
2,753
+318
+13% +$37K 0.06% 355
2021
Q1 		$261K Buy
+2,435
New +$259K 0.05% 387

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

Institute for Wealth Management's CHH Position: Q2 2026 in Review

Institute for Wealth Management reduced its Choice Hotels (CHH) stake by 5% in Q2 2026, selling an estimated $20.6K and leaving 3,511 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #379.

Institute for Wealth Management first reported a position in CHH in Q1 2021 and has held it in 22 quarters since. The position peaked at $693K in Q4 2021. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

  • Institute for Wealth Management held 3,511 shares of Choice Hotels worth $387K as of Q2 2026.
  • Institute for Wealth Management sold 186 Choice Hotels shares in Q2 2026, an estimated $20.6K.
  • Choice Hotels made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Institute for Wealth Management first reported a position in Choice Hotels in Q1 2021 and has held it in 22 quarters since.
  • Institute for Wealth Management's Choice Hotels position peaked at $693K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.