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Advisor OS’s BJs Wholesale Club BJ Stock Holding History

Advisor OS’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
Q1 		– Sell
-2,348
Closed -$211K – 583
2025
Q4 		$211K Sell
2,348
-6
-0.3% -$551 0.02% 460
2025
Q3 		$220K Sell
2,354
-683
-22% -$69.8K 0.02% 432
2025
Q2 		$327K Buy
3,037
+510
+20% +$58.1K 0.03% 338
2025
Q1 		$288K Buy
2,527
+120
+5% +$12.4K 0.03% 334
2024
Q4 		$215K Sell
2,407
-1,367
-36% -$124K 0.02% 383
2024
Q3 		$311K Sell
3,774
-3,237
-46% -$274K 0.03% 319
2024
Q2 		$616K Buy
+7,011
New +$568K 0.07% 220

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's BJ Position: Q1 2026 in Review

Advisor OS sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 2,348 shares — an estimated $211K sold.

Advisor OS first reported a position in BJ in Q2 2024 and held it in 7 quarters. The position peaked at $616K in Q2 2024. 626 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Advisor OS reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 2,348 BJs Wholesale Club shares in Q1 2026, an estimated $211K.
  • Advisor OS first reported a position in BJs Wholesale Club in Q2 2024 and held it in 7 quarters.
  • Advisor OS's BJs Wholesale Club position peaked at $616K in Q2 2024.
  • 626 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.