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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
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 +$5.61K ﹤0.01% 226

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 $3.37T 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
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

Holos Integrated Wealth's BJ Position: Q2 2026 in Review

Holos Integrated Wealth held its BJs Wholesale Club (BJ) position steady in Q2 2026 at 62 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Holos Integrated Wealth first reported a position in BJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.07K in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Holos Integrated Wealth held 62 shares of BJs Wholesale Club worth $5.43K as of Q2 2026.
  • Holos Integrated Wealth left its BJs Wholesale Club share count unchanged in Q2 2026.
  • BJs Wholesale Club made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #297 holding.
  • Holos Integrated Wealth first reported a position in BJs Wholesale Club in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's BJs Wholesale Club position peaked at $7.07K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.