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Clearstead Advisors’s BJs Wholesale Club BJ Stock Holding History

Clearstead Advisors’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 		$37.4K Buy
429
+389
+973% +$35.6K ﹤0.01% 1595
2026
Q1 		$3.94K Sell
40
-470
-92% -$45.3K ﹤0.01% 1776
2025
Q4 		$45.9K Buy
510
+99
+24% +$9.09K ﹤0.01% 1440
2025
Q3 		$38.3K Sell
411
-322
-44% -$32.9K ﹤0.01% 1366
2025
Q2 		$79K Buy
733
+355
+94% +$40.4K ﹤0.01% 1139
2025
Q1 		$43.1K Sell
378
-1,757
-82% -$181K ﹤0.01% 1208
2024
Q4 		$191K Sell
2,135
-27
-1% -$2.44K ﹤0.01% 876
2024
Q3 		$178K Sell
2,162
-88
-4% -$7.44K ﹤0.01% 889
2024
Q2 		$198K Buy
+2,250
New +$182K ﹤0.01% 822
2023
Q4 		– Sell
-71
Closed -$5.07K – 1525
2023
Q3 		$5.07K Buy
+71
New +$4.78K ﹤0.01% 1084

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 $3.37T 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

Clearstead Advisors's BJ Position: Q2 2026 in Review

Clearstead Advisors increased its BJs Wholesale Club (BJ) stake by 973% in Q2 2026, buying an estimated $35.6K and bringing the position to 429 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Clearstead Advisors first reported a position in BJ in Q3 2023 and has held it in 10 quarters since. The position peaked at $198K in Q2 2024. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Clearstead Advisors held 429 shares of BJs Wholesale Club worth $37.4K as of Q2 2026.
  • Clearstead Advisors bought 389 BJs Wholesale Club shares in Q2 2026, an estimated $35.6K.
  • BJs Wholesale Club made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1595 holding.
  • Clearstead Advisors first reported a position in BJs Wholesale Club in Q3 2023 and has held it in 10 quarters since.
  • Clearstead Advisors's BJs Wholesale Club position peaked at $198K in Q2 2024.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.