HFO
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Heritage Family Offices’s BJs Wholesale Club BJ Stock Holding History

Heritage Family Offices’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
-2,437
Closed -$240K – 236
2026
Q1 		$240K Sell
2,437
-681
-22% -$65.7K 0.11% 167
2025
Q4 		$281K Sell
3,118
-308
-9% -$28.3K 0.13% 152
2025
Q3 		$319K Sell
3,426
-16
-0.5% -$1.64K 0.15% 125
2025
Q2 		$385K Hold
3,442
– – 0.19% 108
2025
Q1 		$393K Buy
3,442
+36
+1% +$3.71K 0.2% 106
2024
Q4 		$304K Sell
3,406
-92
-3% -$8.32K 0.15% 122
2024
Q3 		$289K Sell
3,498
-17
-0.5% -$1.44K 0.15% 136
2024
Q2 		$309K Buy
+3,515
New +$285K 0.17% 115

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

Heritage Family Offices's BJ Position: Q2 2026 in Review

Heritage Family Offices sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 2,437 shares — an estimated $240K sold.

Heritage Family Offices first reported a position in BJ in Q2 2024 and held it in 8 quarters. The position peaked at $393K in Q1 2025. 639 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Heritage Family Offices reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 2,437 BJs Wholesale Club shares in Q2 2026, an estimated $240K.
  • Heritage Family Offices first reported a position in BJs Wholesale Club in Q2 2024 and held it in 8 quarters.
  • Heritage Family Offices's BJs Wholesale Club position peaked at $393K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.