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CreativeOne Wealth’s BJs Wholesale Club BJ Stock Holding History

CreativeOne 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
Q2 		$251K Sell
2,878
-573
-17% -$52.5K 0.01% 1070
2026
Q1 		$340K Buy
3,451
+142
+4% +$13.7K 0.01% 934
2025
Q4 		$298K Sell
3,309
-915
-22% -$84K 0.01% 948
2025
Q3 		$394K Sell
4,224
-547
-11% -$55.9K 0.01% 849
2025
Q2 		$514K Buy
4,771
+1,135
+31% +$129K 0.01% 732
2025
Q1 		$415K Buy
3,636
+102
+3% +$10.5K 0.01% 748
2024
Q4 		$316K Buy
+3,534
New +$319K 0.01% 857

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

CreativeOne Wealth's BJ Position: Q2 2026 in Review

CreativeOne Wealth reduced its BJs Wholesale Club (BJ) stake by 17% in Q2 2026, selling an estimated $52.5K and leaving 2,878 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #1070.

CreativeOne Wealth first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $514K in Q2 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • CreativeOne Wealth held 2,878 shares of BJs Wholesale Club worth $251K as of Q2 2026.
  • CreativeOne Wealth sold 573 BJs Wholesale Club shares in Q2 2026, an estimated $52.5K.
  • BJs Wholesale Club made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1070 holding.
  • CreativeOne Wealth first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
  • CreativeOne Wealth's BJs Wholesale Club position peaked at $514K in Q2 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.