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
Q2 		$325K Sell
3,725
-8,863
-70% -$811K ﹤0.01% 1151
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 $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 $3.38T AUM 44.17% 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 Portfolio Solutions's BJ Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its BJs Wholesale Club (BJ) stake by 70% in Q2 2026, selling an estimated $811K and leaving 3,725 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Envestnet Portfolio Solutions first reported a position in BJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.44M in Q2 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,725 shares of BJs Wholesale Club worth $325K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 8,863 BJs Wholesale Club shares in Q2 2026, an estimated $811K.
  • BJs Wholesale Club made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1151 holding.
  • Envestnet Portfolio Solutions first reported a position in BJs Wholesale Club in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's BJs Wholesale Club position peaked at $2.44M in Q2 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.