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Elevation Wealth Partners’s BJs Wholesale Club BJ Stock Holding History

Elevation Wealth Partners’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 		$698 Sell
8
-176
-96% -$16.1K ﹤0.01% 1277
2026
Q1 		$18.1K Buy
184
+67
+57% +$6.46K 0.01% 401
2025
Q4 		$10.5K Buy
117
+113
+2,825% +$10.4K ﹤0.01% 474
2025
Q3 		$373 Buy
+4
New +$409 ﹤0.01% 833

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Alta Capital Management Salt Lake City, Utah $1.34B AUM 17.8% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Elevation Wealth Partners's BJ Position: Q2 2026 in Review

Elevation Wealth Partners reduced its BJs Wholesale Club (BJ) stake by 96% in Q2 2026, selling an estimated $16.1K and leaving 8 shares worth $698. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Elevation Wealth Partners first reported a position in BJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.1K in Q1 2026. 206 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Elevation Wealth Partners held 8 shares of BJs Wholesale Club worth $698 as of Q2 2026.
  • Elevation Wealth Partners sold 176 BJs Wholesale Club shares in Q2 2026, an estimated $16.1K.
  • BJs Wholesale Club made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1277 holding.
  • Elevation Wealth Partners first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's BJs Wholesale Club position peaked at $18.1K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.