EWA
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EverSource Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

EverSource Wealth Advisors’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 		$238K Buy
2,732
+253
+10% +$23.2K 0.01% 923
2026
Q1 		$244K Buy
2,479
+651
+36% +$62.8K 0.01% 941
2025
Q4 		$165K Sell
1,828
-397
-18% -$36.4K 0.01% 1045
2025
Q3 		$207K Sell
2,225
-2,060
-48% -$211K 0.01% 886
2025
Q2 		$462K Buy
4,285
+530
+14% +$60.4K 0.02% 487
2025
Q1 		$428K Buy
3,755
+325
+9% +$33.5K 0.02% 420
2024
Q4 		$306K Buy
3,430
+174
+5% +$15.7K 0.02% 498
2024
Q3 		$269K Sell
3,256
-431
-12% -$36.5K 0.02% 479
2024
Q2 		$324K Buy
3,687
+67
+2% +$5.43K 0.02% 421
2024
Q1 		$270K Buy
3,620
+2,700
+293% +$188K 0.02% 406
2023
Q4 		$61.3K Sell
920
-3
-0.3% -$203 0.01% 820
2023
Q3 		$65.9K Buy
923
+21
+2% +$1.41K 0.01% 716
2023
Q2 		$56.8K Sell
902
-244
-21% -$16.9K 0.01% 793
2023
Q1 		$87.2K Buy
1,146
+48
+4% +$3.49K 0.01% 587
2022
Q4 		$72.6K Buy
1,098
+7
+0.6% +$507 0.01% 616
2022
Q3 		$79K Buy
1,091
+14
+1% +$1K 0.02% 501
2022
Q2 		$67K Buy
+1,077
New +$67.7K 0.02% 514

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

EverSource Wealth Advisors's BJ Position: Q2 2026 in Review

EverSource Wealth Advisors increased its BJs Wholesale Club (BJ) stake by 10% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,732 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #923.

EverSource Wealth Advisors first reported a position in BJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $462K in Q2 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • EverSource Wealth Advisors held 2,732 shares of BJs Wholesale Club worth $238K as of Q2 2026.
  • EverSource Wealth Advisors bought 253 BJs Wholesale Club shares in Q2 2026, an estimated $23.2K.
  • BJs Wholesale Club made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #923 holding.
  • EverSource Wealth Advisors first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's BJs Wholesale Club position peaked at $462K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.