Curio Wealth’s BJs Wholesale Club BJ Stock Holding History

Curio 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	–	Sell	-3	Closed	-$295	–	206
2026 Q1	$295	Buy	+3	New	+$289	﹤0.01%	645

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curio Wealth's BJ Position: Q2 2026 in Review

Curio Wealth sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 3 shares — an estimated $295 sold.

Curio Wealth first reported a position in BJ in Q1 2026 and held it in 1 quarter. The position peaked at $295 in Q1 2026. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Curio Wealth reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 BJs Wholesale Club shares in Q2 2026, an estimated $295.
Curio Wealth first reported a position in BJs Wholesale Club in Q1 2026 and held it in 1 quarter.
Curio Wealth's BJs Wholesale Club position peaked at $295 in Q1 2026.
639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.