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Nicolet Advisory Services’s BJs Wholesale Club BJ Stock Holding History

Nicolet Advisory Services’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
Q4 		$356K Sell
3,872
-460
-11% -$42.2K 0.02% 293
2025
Q3 		$390K Buy
+4,332
New +$443K 0.03% 267

Other funds holding BJ

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nicolet Advisory Services's BJ Position: Q4 2025 in Review

Nicolet Advisory Services reduced its BJs Wholesale Club (BJ) stake by 11% in Q4 2025, selling an estimated $42.2K and leaving 3,872 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #293.

Nicolet Advisory Services first reported a position in BJ in Q3 2025 and has held it in 2 quarters since. The position peaked at $390K in Q3 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

  • Nicolet Advisory Services held 3,872 shares of BJs Wholesale Club worth $356K as of Q4 2025.
  • Nicolet Advisory Services sold 460 BJs Wholesale Club shares in Q4 2025, an estimated $42.2K.
  • BJs Wholesale Club made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #293 holding.
  • Nicolet Advisory Services first reported a position in BJs Wholesale Club in Q3 2025 and has held it in 2 quarters since.
  • Nicolet Advisory Services's BJs Wholesale Club position peaked at $390K in Q3 2025.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.