Corient Private Wealth
BJ icon

Corient Private Wealth’s BJs Wholesale Club BJ Stock Holding History

Corient Private Wealth’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 		$1.69M Sell
17,340
-19,503
-53% -$1.88M ﹤0.01% 1351
2025
Q4 		$3.32M Buy
36,843
+18,465
+100% +$1.7M ﹤0.01% 1254
2025
Q3 		$1.71M Sell
18,378
-5,117
-22% -$523K ﹤0.01% 1141
2025
Q2 		$2.53M Sell
23,495
-11,044
-32% -$1.26M ﹤0.01% 932
2025
Q1 		$3.94M Sell
34,539
-5,860
-15% -$603K 0.01% 746
2024
Q4 		$3.61M Sell
40,399
-3,790
-9% -$343K 0.01% 798
2024
Q3 		$3.64M Sell
44,189
-9,209
-17% -$779K 0.01% 849
2024
Q2 		$4.69M Sell
53,398
-5,779
-10% -$468K 0.01% 725
2024
Q1 		$4.48M Sell
59,177
-459
-0.8% -$32K 0.01% 733
2023
Q4 		$3.98M Sell
59,636
-43,208
-42% -$2.92M 0.01% 762
2023
Q3 		$7.34M Buy
102,844
+2,976
+3% +$200K 0.02% 552
2023
Q2 		$6.29M Buy
99,868
+91,409
+1,081% +$6.32M 0.01% 570
2023
Q1 		$643K Buy
+8,459
New +$615K ﹤0.01% 1271

Other funds holding BJ

BlackRock
BlackRock New York $5.72T 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 $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's BJ Position: Q1 2026 in Review

Corient Private Wealth reduced its BJs Wholesale Club (BJ) stake by 53% in Q1 2026, selling an estimated $1.88M and leaving 17,340 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Corient Private Wealth first reported a position in BJ in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.34M in Q3 2023. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • Corient Private Wealth held 17,340 shares of BJs Wholesale Club worth $1.69M as of Q1 2026.
  • Corient Private Wealth sold 19,503 BJs Wholesale Club shares in Q1 2026, an estimated $1.88M.
  • BJs Wholesale Club made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1351 holding.
  • Corient Private Wealth first reported a position in BJs Wholesale Club in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's BJs Wholesale Club position peaked at $7.34M in Q3 2023.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.