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

Ethic 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 		$2.17M Buy
24,861
+2,313
+10% +$212K 0.03% 488
2026
Q1 		$2.22M Buy
22,548
+5,879
+35% +$567K 0.03% 435
2025
Q4 		$1.5M Buy
16,669
+224
+1% +$20.6K 0.02% 526
2025
Q3 		$1.53M Sell
16,445
-1,349
-8% -$138K 0.03% 515
2025
Q2 		$2.03M Sell
17,794
-9,454
-35% -$1.08M 0.04% 429
2025
Q1 		$3.13M Buy
27,248
+1,486
+6% +$153K 0.06% 312
2024
Q4 		$2.3M Buy
25,762
+18,498
+255% +$1.67M 0.05% 385
2024
Q3 		$550K Sell
7,264
-15,169
-68% -$1.28M 0.01% 736
2024
Q2 		$1.97M Buy
22,433
+15,169
+209% +$1.23M 0.05% 394
2024
Q1 		$550K Buy
7,264
+1,161
+19% +$80.9K 0.01% 736
2023
Q4 		$407K Sell
6,103
-1,259
-17% -$85.2K 0.01% 803
2023
Q3 		$525K Buy
7,362
+3,127
+74% +$210K 0.02% 665
2023
Q2 		$267K Buy
+4,235
New +$293K 0.01% 823

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

Ethic Inc's BJ Position: Q2 2026 in Review

Ethic Inc increased its BJs Wholesale Club (BJ) stake by 10% in Q2 2026, buying an estimated $212K and bringing the position to 24,861 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #488.

Ethic Inc first reported a position in BJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.13M in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Ethic Inc held 24,861 shares of BJs Wholesale Club worth $2.17M as of Q2 2026.
  • Ethic Inc bought 2,313 BJs Wholesale Club shares in Q2 2026, an estimated $212K.
  • BJs Wholesale Club made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #488 holding.
  • Ethic Inc first reported a position in BJs Wholesale Club in Q2 2023 and has held it in 13 quarters since.
  • Ethic Inc's BJs Wholesale Club position peaked at $3.13M in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.