Envestnet Portfolio Solutions
BJ icon

Envestnet Portfolio Solutions’s BJs Wholesale Club BJ Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$1.24M Sell
12,588
-7,064
-36% -$681K 0.01% 572
2025
Q4 		$1.77M Sell
19,652
-633
-3% -$58.1K 0.01% 574
2025
Q3 		$1.89M Sell
20,285
-2,384
-11% -$244K 0.01% 538
2025
Q2 		$2.44M Buy
22,669
+8,543
+60% +$973K 0.01% 508
2025
Q1 		$1.61M Sell
14,126
-5,877
-29% -$605K 0.01% 651
2024
Q4 		$1.79M Buy
20,003
+105
+0.5% +$9.49K 0.01% 699
2024
Q3 		$1.64M Buy
19,898
+1,557
+8% +$132K 0.01% 730
2024
Q2 		$1.61M Sell
18,341
-2,005
-10% -$162K 0.01% 703
2024
Q1 		$1.54M Buy
20,346
+1,205
+6% +$84K 0.01% 711
2023
Q4 		$1.28M Sell
19,141
-1,059
-5% -$71.7K 0.01% 725
2023
Q3 		$1.44M Buy
+20,200
New +$1.36M 0.01% 649

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return