Fortis Capital Advisors’s BJs Wholesale Club BJ Stock Holding History

Fortis Capital 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	–	Sell	-13,891	Closed	-$1.37M	–	416
2026 Q1	$1.37M	Buy	13,891 +3,688	+36%	+$356K	0.18%	93
2025 Q4	$919K	Buy	+10,203	New	+$937K	0.14%	134
2025 Q3	–	Sell	-9,253	Closed	-$998K	–	286
2025 Q2	$998K	Sell	9,253 -850	-8%	-$96.8K	0.18%	87
2025 Q1	$1.15M	Buy	+10,103	New	+$1.04M	0.23%	73
2024 Q4	–	Sell	-4,749	Closed	-$392K	–	175
2024 Q3	$392K	Buy	+4,749	New	+$402K	0.13%	122
2024 Q2	–	Sell	-2,681	Closed	-$203K	–	163
2024 Q1	$203K	Buy	+2,681	New	+$187K	0.09%	155
2023 Q1	–	Sell	-688	Closed	-$45.5K	–	668
2022 Q4	$45.5K	Buy	+688	New	+$49.8K	0.03%	305

Other funds holding BJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Capital Advisors's BJ Position: Q2 2026 in Review

Fortis Capital Advisors sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 13,891 shares — an estimated $1.37M sold.

Fortis Capital Advisors first reported a position in BJ in Q4 2022 and held it in 7 quarters. The position peaked at $1.37M in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Fortis Capital Advisors reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
Fortis Capital Advisors sold 13,891 BJs Wholesale Club shares in Q2 2026, an estimated $1.37M.
Fortis Capital Advisors first reported a position in BJs Wholesale Club in Q4 2022 and held it in 7 quarters.
Fortis Capital Advisors's BJs Wholesale Club position peaked at $1.37M in Q1 2026.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.