LPL Financial
CHH icon

LPL Financial’s Choice Hotels CHH Stock Holding History

LPL Financial’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 		$3.73M Sell
33,866
-2,215
-6% -$245K ﹤0.01% 3073
2026
Q1 		$3.73M Buy
36,081
+13,414
+59% +$1.39M ﹤0.01% 2903
2025
Q4 		$2.16M Sell
22,667
-5,358
-19% -$510K ﹤0.01% 3335
2025
Q3 		$3M Buy
28,025
+242
+0.9% +$29.5K ﹤0.01% 2947
2025
Q2 		$3.53M Sell
27,783
-2,422
-8% -$306K ﹤0.01% 2595
2025
Q1 		$4.01M Buy
30,205
+2,567
+9% +$366K ﹤0.01% 2337
2024
Q4 		$3.92M Buy
27,638
+2,571
+10% +$364K ﹤0.01% 2265
2024
Q3 		$3.27M Buy
25,067
+9,210
+58% +$1.15M ﹤0.01% 2299
2024
Q2 		$1.89M Buy
15,857
+2,608
+20% +$308K ﹤0.01% 2650
2024
Q1 		$1.67M Buy
13,249
+2,449
+23% +$293K ﹤0.01% 2698
2023
Q4 		$1.22M Buy
10,800
+590
+6% +$67.4K ﹤0.01% 2877
2023
Q3 		$1.25M Buy
10,210
+3,731
+58% +$469K ﹤0.01% 2712
2023
Q2 		$761K Buy
+6,479
New +$778K ﹤0.01% 3089
2023
Q1 		– Sell
-4,299
Closed -$484K – 4497
2022
Q4 		$484K Buy
+4,299
New +$514K ﹤0.01% 3273

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

LPL Financial's CHH Position: Q2 2026 in Review

LPL Financial reduced its Choice Hotels (CHH) stake by 6.1% in Q2 2026, selling an estimated $245K and leaving 33,866 shares worth $3.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

LPL Financial first reported a position in CHH in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.01M in Q1 2025. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

  • LPL Financial held 33,866 shares of Choice Hotels worth $3.73M as of Q2 2026.
  • LPL Financial sold 2,215 Choice Hotels shares in Q2 2026, an estimated $245K.
  • Choice Hotels made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3073 holding.
  • LPL Financial first reported a position in Choice Hotels in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's Choice Hotels position peaked at $4.01M in Q1 2025.
  • 332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.