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Whipplewood Advisors’s Choice Hotels CHH Stock Holding History

Whipplewood 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 		$551 Sell
5
-11
-69% -$1.22K ﹤0.01% 608
2026
Q1 		$1.66K Buy
+16
New +$1.66K ﹤0.01% 798
2025
Q3 		– Sell
-16
Closed -$2.03K – 458
2025
Q2 		$2.03K Sell
16
-1
-6% -$126 ﹤0.01% 877
2025
Q1 		$2.12K Buy
17
+1
+6% +$143 ﹤0.01% 876
2024
Q4 		$2.27K Buy
+16
New +$2.26K ﹤0.01% 850

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

Whipplewood Advisors's CHH Position: Q2 2026 in Review

Whipplewood Advisors reduced its Choice Hotels (CHH) stake by 69% in Q2 2026, selling an estimated $1.22K and leaving 5 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Whipplewood Advisors first reported a position in CHH in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.27K in Q4 2024. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

  • Whipplewood Advisors held 5 shares of Choice Hotels worth $551 as of Q2 2026.
  • Whipplewood Advisors sold 11 Choice Hotels shares in Q2 2026, an estimated $1.22K.
  • Choice Hotels made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #608 holding.
  • Whipplewood Advisors first reported a position in Choice Hotels in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Choice Hotels position peaked at $2.27K in Q4 2024.
  • 332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.