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Cassaday & Co Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Cassaday & Co 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
Q2 		– Sell
-15
Closed -$1.48K – 1325
2026
Q1 		$1.48K Buy
+15
New +$1.45K ﹤0.01% 1096

Other funds holding BJ

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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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's BJ Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 15 shares — an estimated $1.48K sold.

Cassaday & Co Wealth Management first reported a position in BJ in Q1 2026 and held it in 1 quarter. The position peaked at $1.48K in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 15 BJs Wholesale Club shares in Q2 2026, an estimated $1.48K.
  • Cassaday & Co Wealth Management first reported a position in BJs Wholesale Club in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's BJs Wholesale Club position peaked at $1.48K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.