Cerity Partners
BJ icon

Cerity Partners’s BJs Wholesale Club BJ Stock Holding History

Cerity Partners’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 		$8.88M Buy
101,861
+53,435
+110% +$4.89M 0.01% 826
2026
Q1 		$4.77M Buy
48,426
+8,945
+23% +$863K 0.01% 1037
2025
Q4 		$3.55M Sell
39,481
-424
-1% -$38.9K 0.01% 1085
2025
Q3 		$3.72M Sell
39,905
-9,896
-20% -$1.01M 0.01% 1008
2025
Q2 		$5.37M Sell
49,801
-5,506
-10% -$627K 0.01% 770
2025
Q1 		$6.31M Buy
55,307
+3,964
+8% +$408K 0.01% 644
2024
Q4 		$4.27M Sell
51,343
-676
-1% -$61.1K 0.01% 775
2024
Q3 		$4.29M Buy
52,019
+9,224
+22% +$780K 0.01% 759
2024
Q2 		$3.76M Sell
42,795
-4,836
-10% -$392K 0.01% 695
2024
Q1 		$3.6M Buy
47,631
+42,836
+893% +$2.99M 0.01% 760
2023
Q4 		$320K Buy
+4,795
New +$324K ﹤0.01% 1482
2023
Q3 		– Sell
-5,034
Closed -$317K – 1421
2023
Q2 		$317K Sell
5,034
-367
-7% -$25.4K ﹤0.01% 1369
2023
Q1 		$411K Buy
5,401
+2,044
+61% +$148K ﹤0.01% 1394
2022
Q4 		$222K Buy
+3,357
New +$243K ﹤0.01% 1283

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners's BJ Position: Q2 2026 in Review

Cerity Partners increased its BJs Wholesale Club (BJ) stake by 110% in Q2 2026, buying an estimated $4.89M and bringing the position to 101,861 shares worth $8.88M. The position accounts for 0.01% of the portfolio, ranked #826.

Cerity Partners first reported a position in BJ in Q4 2022 and has held it in 14 quarters since. 607 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Cerity Partners held 101,861 shares of BJs Wholesale Club worth $8.88M as of Q2 2026.
  • Cerity Partners bought 53,435 BJs Wholesale Club shares in Q2 2026, an estimated $4.89M.
  • BJs Wholesale Club made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #826 holding.
  • Cerity Partners first reported a position in BJs Wholesale Club in Q4 2022 and has held it in 14 quarters since.
  • 607 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.