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IEQ Capital’s BJs Wholesale Club BJ Stock Holding History

IEQ Capital’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
2025
Q3 		– Sell
-72,891
Closed -$7.86M – 1867
2025
Q2 		$7.86M Buy
72,891
+11,965
+20% +$1.36M 0.05% 297
2025
Q1 		$6.95M Buy
60,926
+31,206
+105% +$3.21M 0.06% 262
2024
Q4 		$2.66M Buy
+29,720
New +$2.69M 0.03% 432
2023
Q3 		– Sell
-9,724
Closed -$613K – 944
2023
Q2 		$613K Buy
9,724
+464
+5% +$32.1K 0.01% 503
2023
Q1 		$704K Sell
9,260
-144
-2% -$10.5K 0.02% 473
2022
Q4 		$622K Sell
9,404
-505
-5% -$36.6K 0.02% 459
2022
Q3 		$721K Buy
+9,909
New +$710K 0.02% 446

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

IEQ Capital's BJ Position: Q3 2025 in Review

IEQ Capital sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 72,891 shares — an estimated $7.86M sold.

IEQ Capital first reported a position in BJ in Q3 2022 and held it in 7 quarters. The position peaked at $7.86M in Q2 2025. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • IEQ Capital reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 72,891 BJs Wholesale Club shares in Q3 2025, an estimated $7.86M.
  • IEQ Capital first reported a position in BJs Wholesale Club in Q3 2022 and held it in 7 quarters.
  • IEQ Capital's BJs Wholesale Club position peaked at $7.86M in Q2 2025.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.