EI
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Ellevest Inc’s BJs Wholesale Club BJ Stock Holding History

Ellevest Inc’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 		$279K Buy
3,198
+352
+12% +$32.2K 0.03% 370
2026
Q1 		$280K Buy
+2,846
New +$275K 0.04% 335
2025
Q2 		– Sell
-3,007
Closed -$343K – 397
2025
Q1 		$343K Buy
3,007
+408
+16% +$42K 0.02% 260
2024
Q4 		$232K Buy
+2,599
New +$235K 0.01% 362
2024
Q3 		– Sell
-2,490
Closed -$219K – 428
2024
Q2 		$219K Buy
+2,490
New +$202K 0.01% 370
2023
Q2 		– Sell
-1,499
Closed -$114K – 520
2023
Q1 		$114K Buy
1,499
+438
+41% +$31.8K 0.01% 419
2022
Q4 		$70.2K Sell
1,061
-520
-33% -$37.7K 0.01% 524
2022
Q3 		$115K Buy
1,581
+1,401
+778% +$100K 0.01% 387
2022
Q2 		$11K Buy
180
+71
+65% +$4.46K ﹤0.01% 859
2022
Q1 		$7K Buy
109
+80
+276% +$5.02K ﹤0.01% 945
2021
Q4 		$2K Hold
29
– – ﹤0.01% 1140
2021
Q3 		$2K Sell
29
-55
-65% -$2.94K ﹤0.01% 1107
2021
Q2 		$4K Buy
84
+25
+42% +$1.15K ﹤0.01% 919
2021
Q1 		$3K Buy
59
+5
+9% +$210 ﹤0.01% 981
2020
Q4 		$2K Buy
+54
New +$2.16K ﹤0.01% 956

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

Ellevest Inc's BJ Position: Q2 2026 in Review

Ellevest Inc increased its BJs Wholesale Club (BJ) stake by 12% in Q2 2026, buying an estimated $32.2K and bringing the position to 3,198 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #370.

Ellevest Inc first reported a position in BJ in Q4 2020 and has held it in 15 quarters since. The position peaked at $343K in Q1 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Ellevest Inc held 3,198 shares of BJs Wholesale Club worth $279K as of Q2 2026.
  • Ellevest Inc bought 352 BJs Wholesale Club shares in Q2 2026, an estimated $32.2K.
  • BJs Wholesale Club made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #370 holding.
  • Ellevest Inc first reported a position in BJs Wholesale Club in Q4 2020 and has held it in 15 quarters since.
  • Ellevest Inc's BJs Wholesale Club position peaked at $343K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.