Bridgewater Associates’s BJs Wholesale Club BJ Stock Holding History

Bridgewater Associates’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	$2.81M	Sell	28,537 -31,864	-53%	-$3.07M	0.01%	576
2025 Q4	$5.44M	Sell	60,401 -4,013	-6%	-$368K	0.02%	506
2025 Q3	$6.01M	Buy	64,414 +57,006	+770%	+$5.83M	0.02%	451
2025 Q2	$799K	Sell	7,408 -2,294	-24%	-$261K	﹤0.01%	488
2025 Q1	$1.11M	Sell	9,702 -14,013	-59%	-$1.44M	0.01%	513
2024 Q4	$2.12M	Sell	23,715 -52,075	-69%	-$4.71M	0.01%	439
2024 Q3	$6.25M	Sell	75,790 -111,317	-59%	-$9.42M	0.04%	339
2024 Q2	$16.4M	Sell	187,107 -16,935	-8%	-$1.37M	0.09%	174
2024 Q1	$15.4M	Sell	204,042 -28,375	-12%	-$1.98M	0.08%	191
2023 Q4	$15.5M	Sell	232,417 -7,934	-3%	-$537K	0.09%	174
2023 Q3	$17.2M	Buy	240,351 +9,595	+4%	+$646K	0.1%	151
2023 Q2	$14.5M	Sell	230,756 -9,411	-4%	-$651K	0.09%	159
2023 Q1	$18.3M	Sell	240,167 -1,668	-0.7%	-$121K	0.11%	145
2022 Q4	$16M	Sell	241,835 -11,408	-5%	-$826K	0.09%	181
2022 Q3	$18.4M	Buy	+253,243	New	+$18.2M	0.09%	163

Other funds holding BJ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return