HIW
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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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 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. 141 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.
  • 141 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.