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NewEdge Wealth’s BJs Wholesale Club BJ Stock Holding History

NewEdge 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 		$2.81M Sell
32,225
-4,188
-12% -$383K 0.03% 369
2026
Q1 		$3.58M Sell
36,413
-5,649
-13% -$545K 0.04% 285
2025
Q4 		$3.79M Sell
42,062
-2,176
-5% -$200K 0.04% 301
2025
Q3 		$4.02M Sell
44,238
-661
-1% -$67.6K 0.06% 246
2025
Q2 		$4.87M Sell
44,899
-744
-2% -$84.8K 0.08% 202
2025
Q1 		$5.21M Buy
45,643
+233
+0.5% +$24K 0.09% 179
2024
Q4 		$4.06M Sell
45,410
-1,502
-3% -$136K 0.07% 225
2024
Q3 		$3.87M Buy
46,912
+7,664
+20% +$648K 0.07% 235
2024
Q2 		$3.45M Buy
39,248
+704
+2% +$57K 0.07% 218
2024
Q1 		$2.9M Buy
+38,544
New +$2.69M 0.07% 254

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

NewEdge Wealth's BJ Position: Q2 2026 in Review

NewEdge Wealth reduced its BJs Wholesale Club (BJ) stake by 12% in Q2 2026, selling an estimated $383K and leaving 32,225 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #369.

NewEdge Wealth first reported a position in BJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.21M in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • NewEdge Wealth held 32,225 shares of BJs Wholesale Club worth $2.81M as of Q2 2026.
  • NewEdge Wealth sold 4,188 BJs Wholesale Club shares in Q2 2026, an estimated $383K.
  • BJs Wholesale Club made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #369 holding.
  • NewEdge Wealth first reported a position in BJs Wholesale Club in Q1 2024 and has held it in 10 quarters since.
  • NewEdge Wealth's BJs Wholesale Club position peaked at $5.21M in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.