CT
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Clearstead Trust’s BJs Wholesale Club BJ Stock Holding History

Clearstead Trust’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 		$16.9K Sell
172
-35
-17% -$3.38K ﹤0.01% 462
2025
Q4 		$18.6K Buy
207
+48
+30% +$4.41K ﹤0.01% 450
2025
Q3 		$14.8K Hold
159
– – ﹤0.01% 507
2025
Q2 		$17.1K Hold
159
– – ﹤0.01% 463
2025
Q1 		$18.1K Buy
159
+108
+212% +$11.1K ﹤0.01% 365
2024
Q4 		$4.56K Hold
51
– – ﹤0.01% 390
2024
Q3 		$4.21K Hold
51
– – ﹤0.01% 379
2024
Q2 		$3.25K Hold
51
– – ﹤0.01% 398
2024
Q1 		$3.25K Hold
51
– – ﹤0.01% 392
2023
Q4 		$3.25K Hold
51
– – ﹤0.01% 379
2023
Q3 		$3.25K Buy
+51
New +$3.43K ﹤0.01% 400

Other funds holding BJ

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return