Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BJs Wholesale Club BJ Stock Holding History

Kovitz Investment Group Partners’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
-2,333
Closed -$252K – 1406
2025
Q2 		$252K Buy
+2,333
New +$266K ﹤0.01% 1198

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Kovitz Investment Group Partners's BJ Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 2,333 shares — an estimated $252K sold.

Kovitz Investment Group Partners first reported a position in BJ in Q2 2025 and held it in 1 quarter. The position peaked at $252K in Q2 2025. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,333 BJs Wholesale Club shares in Q3 2025, an estimated $252K.
  • Kovitz Investment Group Partners first reported a position in BJs Wholesale Club in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's BJs Wholesale Club position peaked at $252K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.