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Aventura Private Wealth’s BJs Wholesale Club BJ Stock Holding History

Aventura Private Wealth’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 		$872 Hold
10
– – ﹤0.01% 897
2026
Q1 		$984 Hold
10
– – ﹤0.01% 802
2025
Q4 		$900 Hold
10
– – ﹤0.01% 756
2025
Q3 		$933 Hold
10
– – ﹤0.01% 740
2025
Q2 		$1.08K Buy
+10
New +$1.14K ﹤0.01% 684

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

Aventura Private Wealth's BJ Position: Q2 2026 in Review

Aventura Private Wealth held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 10 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Aventura Private Wealth first reported a position in BJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.08K in Q2 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Aventura Private Wealth held 10 shares of BJs Wholesale Club worth $872 as of Q2 2026.
  • Aventura Private Wealth left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #897 holding.
  • Aventura Private Wealth first reported a position in BJs Wholesale Club in Q2 2025 and has held it in 5 quarters since.
  • Aventura Private Wealth's BJs Wholesale Club position peaked at $1.08K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.