EWP
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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
Q3 		$21.9K Buy
238
+230
+2,875% +$21.3K 0.01% 652
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Elevation Wealth Partners's BJ Position: Q3 2026 in Review

Elevation Wealth Partners increased its BJs Wholesale Club (BJ) stake by 2,875% in Q3 2026, buying an estimated $21.3K and bringing the position to 238 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #652.

Elevation Wealth Partners first reported a position in BJ in Q3 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Elevation Wealth Partners held 238 shares of BJs Wholesale Club worth $21.9K as of Q3 2026.
  • Elevation Wealth Partners bought 230 BJs Wholesale Club shares in Q3 2026, an estimated $21.3K.
  • BJs Wholesale Club made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #652 holding.
  • Elevation Wealth Partners first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.