Goldstein Advisors’s BJs Wholesale Club BJ Stock Holding History

Goldstein 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	-2,146	Closed	-$211K	–	262
2026 Q1	$211K	Buy	+2,146	New	+$207K	0.02%	206

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

Goldstein Advisors's BJ Position: Q2 2026 in Review

Goldstein Advisors sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 2,146 shares — an estimated $211K sold.

Goldstein Advisors first reported a position in BJ in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Goldstein Advisors reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
Goldstein Advisors sold 2,146 BJs Wholesale Club shares in Q2 2026, an estimated $211K.
Goldstein Advisors first reported a position in BJs Wholesale Club in Q1 2026 and held it in 1 quarter.
Goldstein Advisors's BJs Wholesale Club position peaked at $211K in Q1 2026.
635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.