Elevated Capital Advisors
BJ icon

Elevated Capital Advisors’s BJs Wholesale Club BJ Stock Holding History

Elevated Capital 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
Q3 		$2.85K Sell
31
-291
-90% -$27K ﹤0.01% 625
2026
Q2 		$28.1K Sell
322
-728
-69% -$66.6K 0.01% 388
2026
Q1 		$103K Buy
1,050
+142
+16% +$13.7K 0.03% 282
2025
Q4 		$81.7K Buy
+908
New +$83.4K 0.02% 312

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Elevated Capital Advisors's BJ Position: Q3 2026 in Review

Elevated Capital Advisors reduced its BJs Wholesale Club (BJ) stake by 90% in Q3 2026, selling an estimated $27K and leaving 31 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Elevated Capital Advisors first reported a position in BJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $103K in Q1 2026. 370 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Elevated Capital Advisors held 31 shares of BJs Wholesale Club worth $2.85K as of Q3 2026.
  • Elevated Capital Advisors sold 291 BJs Wholesale Club shares in Q3 2026, an estimated $27K.
  • BJs Wholesale Club made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #625 holding.
  • Elevated Capital Advisors first reported a position in BJs Wholesale Club in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's BJs Wholesale Club position peaked at $103K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.