Holos Integrated Wealth
BJ icon

Holos Integrated Wealth’s BJs Wholesale Club BJ Stock Holding History

Holos Integrated Wealth’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
Q3 		$6.36K Hold
62
– – ﹤0.01% 300
2026
Q2 		$5.43K Hold
62
– – ﹤0.01% 297
2026
Q1 		$5.9K Hold
62
– – ﹤0.01% 290
2025
Q4 		$5.7K Hold
62
– – ﹤0.01% 228
2025
Q3 		$5.58K Hold
62
– – ﹤0.01% 227
2025
Q2 		$6.7K Hold
62
– – ﹤0.01% 208
2025
Q1 		$7.07K Hold
62
– – ﹤0.01% 211
2024
Q4 		$5.54K Buy
+62
New +$5.6K ﹤0.01% 226

Other funds holding BJ

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Holos Integrated Wealth's BJ Position: Q3 2026 in Review

Holos Integrated Wealth held its BJs Wholesale Club (BJ) position steady in Q3 2026 at 62 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Holos Integrated Wealth first reported a position in BJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.07K in Q1 2025. 128 funds tracked by Wall St. Rank hold BJ as of Q3 2026.

  • Holos Integrated Wealth held 62 shares of BJs Wholesale Club worth $6.36K as of Q3 2026.
  • Holos Integrated Wealth left its BJs Wholesale Club share count unchanged in Q3 2026.
  • BJs Wholesale Club made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #300 holding.
  • Holos Integrated Wealth first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's BJs Wholesale Club position peaked at $7.07K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.