Activest Wealth Management
BJ icon

Activest Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Activest Wealth Management’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8
Closed -$698 – 1093
2026
Q2 		$698 Buy
8
+7
+700% +$641 ﹤0.01% 1015
2026
Q1 		$58 Sell
1
-1
-50% -$96 ﹤0.01% 1175
2025
Q4 		$143 Buy
2
+1
+100% +$92 ﹤0.01% 1051
2025
Q3 		$55 Hold
1
– – ﹤0.01% 1083
2025
Q2 		$63 Sell
1
-1
-50% -$114 ﹤0.01% 988
2025
Q1 		$181 Buy
+2
New +$206 ﹤0.01% 936
2024
Q4 		– Sell
-1
Closed -$90 – 875
2024
Q3 		$51 Buy
+1
New +$85 ﹤0.01% 535

Other funds holding BJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Activest Wealth Management's BJ Position: Q3 2026 in Review

Activest Wealth Management sold out of BJs Wholesale Club (BJ) in Q3 2026, closing a stake of 8 shares — an estimated $698 sold.

Activest Wealth Management first reported a position in BJ in Q3 2024 and held it in 7 quarters. The position peaked at $698 in Q2 2026. 323 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Activest Wealth Management reported no remaining BJs Wholesale Club position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 8 BJs Wholesale Club shares in Q3 2026, an estimated $698.
  • Activest Wealth Management first reported a position in BJs Wholesale Club in Q3 2024 and held it in 7 quarters.
  • Activest Wealth Management's BJs Wholesale Club position peaked at $698 in Q2 2026.
  • 323 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.