Envestnet Asset Management
BJ icon

Envestnet Asset Management’s BJs Wholesale Club BJ Stock Holding History

Envestnet Asset Management’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 		$65.1M Sell
746,326
-46,423
-6% -$4.25M 0.02% 750
2026
Q1 		$78M Buy
792,749
+149,391
+23% +$14.4M 0.02% 615
2025
Q4 		$57.9M Sell
643,358
-26,694
-4% -$2.45M 0.02% 677
2025
Q3 		$62.5M Buy
670,052
+25,326
+4% +$2.59M 0.02% 678
2025
Q2 		$69.5M Sell
644,726
-26,417
-4% -$3.01M 0.02% 630
2025
Q1 		$76.6M Sell
671,143
-10,967
-2% -$1.13M 0.02% 548
2024
Q4 		$60.9M Sell
682,110
-4,664
-0.7% -$422K 0.02% 619
2024
Q3 		$56.6M Buy
686,774
+27,599
+4% +$2.33M 0.02% 660
2024
Q2 		$57.9M Buy
659,175
+84,551
+15% +$6.85M 0.02% 616
2024
Q1 		$43.5M Buy
574,624
+10,988
+2% +$766K 0.02% 719
2023
Q4 		$37.6M Buy
563,636
+4,969
+0.9% +$336K 0.02% 729
2023
Q3 		$39.9M Buy
558,667
+176,494
+46% +$11.9M 0.02% 650
2023
Q2 		$24.1M Sell
382,173
-53,342
-12% -$3.69M 0.01% 839
2023
Q1 		$28.1M Buy
435,515
+138,652
+47% +$10.1M 0.01% 726
2022
Q4 		$19.6M Buy
296,863
+35,682
+14% +$2.58M 0.01% 868
2022
Q3 		$19M Buy
261,181
+36,301
+16% +$2.6M 0.01% 803
2022
Q2 		$14M Buy
224,880
+4,600
+2% +$289K 0.01% 979
2022
Q1 		$14.9M Buy
220,280
+2,135
+1% +$134K 0.01% 1000
2021
Q4 		$14.6M Buy
218,145
+10,377
+5% +$648K 0.01% 989
2021
Q3 		$11.4M Buy
207,768
+10,917
+6% +$583K 0.01% 1076
2021
Q2 		$9.37M Buy
196,851
+38,218
+24% +$1.75M 0.01% 1173
2021
Q1 		$7.12M Buy
158,633
+6,283
+4% +$264K ﹤0.01% 1238
2020
Q4 		$5.68M Sell
152,350
-7,401
-5% -$296K ﹤0.01% 1218
2020
Q3 		$6.64M Sell
159,751
-7,261
-4% -$300K 0.01% 1008
2020
Q2 		$6.22M Sell
167,012
-19,268
-10% -$592K 0.01% 1012
2020
Q1 		$4.75M Buy
186,280
+49,046
+36% +$1.1M 0.01% 1017
2019
Q4 		$3.12M Sell
137,234
-3,393
-2% -$83.9K ﹤0.01% 1368
2019
Q3 		$3.64M Buy
140,627
+94,744
+206% +$2.36M ﹤0.01% 1226
2019
Q2 		$1.21M Buy
45,883
+10,811
+31% +$288K ﹤0.01% 1822
2019
Q1 		$961K Buy
35,072
+10,675
+44% +$272K ﹤0.01% 1931
2018
Q4 		$541K Buy
+24,397
New +$561K ﹤0.01% 2100

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

Envestnet Asset Management's BJ Position: Q2 2026 in Review

Envestnet Asset Management reduced its BJs Wholesale Club (BJ) stake by 5.9% in Q2 2026, selling an estimated $4.25M and leaving 746,326 shares worth $65.1M. The position accounts for 0.02% of the portfolio, ranked #750.

Envestnet Asset Management first reported a position in BJ in Q4 2018 and has held it in 31 quarters since. The position peaked at $78M in Q1 2026. 638 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Envestnet Asset Management held 746,326 shares of BJs Wholesale Club worth $65.1M as of Q2 2026.
  • Envestnet Asset Management sold 46,423 BJs Wholesale Club shares in Q2 2026, an estimated $4.25M.
  • BJs Wholesale Club made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #750 holding.
  • Envestnet Asset Management first reported a position in BJs Wholesale Club in Q4 2018 and has held it in 31 quarters since.
  • Envestnet Asset Management's BJs Wholesale Club position peaked at $78M in Q1 2026.
  • 638 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.