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Alliance Wealth Advisors (Utah)’s BJs Wholesale Club BJ Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q2 		$517K Sell
5,932
-1,193
-17% -$109K 0.1% 131
2026
Q1 		$701K Sell
7,125
-2,215
-24% -$214K 0.15% 98
2025
Q4 		$841K Sell
9,340
-3,274
-26% -$301K 0.18% 122
2025
Q3 		$1.18M Buy
12,614
+831
+7% +$84.9K 0.28% 95
2025
Q2 		$1.27M Buy
11,783
+225
+2% +$25.6K 0.31% 84
2025
Q1 		$1.32M Buy
11,558
+249
+2% +$25.6K 0.34% 83
2024
Q4 		$1.01M Buy
11,309
+640
+6% +$57.9K 0.26% 94
2024
Q3 		$880K Buy
10,669
+771
+8% +$65.2K 0.23% 105
2024
Q2 		$869K Sell
9,898
-2,904
-23% -$235K 0.26% 98
2024
Q1 		$968K Buy
12,802
+1,136
+10% +$79.2K 0.29% 87
2023
Q4 		$778K Buy
11,666
+438
+4% +$29.6K 0.26% 91
2023
Q3 		$801K Buy
11,228
+602
+6% +$40.5K 0.3% 79
2023
Q2 		$670K Buy
10,626
+967
+10% +$66.9K 0.25% 96
2023
Q1 		$735K Buy
9,659
+4,531
+88% +$329K 0.3% 84
2022
Q4 		$339K Buy
+5,128
New +$371K 0.15% 148

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s BJ Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its BJs Wholesale Club (BJ) stake by 17% in Q2 2026, selling an estimated $109K and leaving 5,932 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #131.

Alliance Wealth Advisors (Utah) first reported a position in BJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q1 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 5,932 shares of BJs Wholesale Club worth $517K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 1,193 BJs Wholesale Club shares in Q2 2026, an estimated $109K.
  • BJs Wholesale Club made up 0.1% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #131 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in BJs Wholesale Club in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s BJs Wholesale Club position peaked at $1.32M in Q1 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.