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Root Financial Partners’s Choice Hotels CHH Stock Holding History

Root Financial Partners’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
-62
Closed -$6.42K – 922
2026
Q1 		$6.42K Buy
62
+35
+130% +$3.64K ﹤0.01% 1857
2025
Q4 		$2.57K Buy
27
+2
+8% +$190 ﹤0.01% 1947
2025
Q3 		$2.67K Buy
+25
New +$3.05K ﹤0.01% 1908

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

Root Financial Partners's CHH Position: Q2 2026 in Review

Root Financial Partners sold out of Choice Hotels (CHH) in Q2 2026, closing a stake of 62 shares — an estimated $6.42K sold.

Root Financial Partners first reported a position in CHH in Q3 2025 and held it in 3 quarters. The position peaked at $6.42K in Q1 2026. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

  • Root Financial Partners reported no remaining Choice Hotels position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 62 Choice Hotels shares in Q2 2026, an estimated $6.42K.
  • Root Financial Partners first reported a position in Choice Hotels in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Choice Hotels position peaked at $6.42K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.