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Northwest & Ethical Investments’s BJs Wholesale Club BJ Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-3,652
Closed -$349K – 529
2026
Q1 		$349K Buy
+3,652
New +$352K 0.01% 435
2025
Q3 		– Sell
-5,700
Closed -$651K – 509
2025
Q2 		$651K Sell
5,700
-3,300
-37% -$376K 0.02% 376
2025
Q1 		$1.03M Buy
+9,000
New +$927K 0.03% 323
2024
Q2 		– Sell
-1,000
Closed -$75.6K – 496
2024
Q1 		$75.6K Buy
+1,000
New +$69.7K ﹤0.01% 456

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

Northwest & Ethical Investments's BJ Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 3,652 shares — an estimated $349K sold.

Northwest & Ethical Investments first reported a position in BJ in Q1 2024 and held it in 4 quarters. The position peaked at $1.03M in Q1 2025. 635 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,652 BJs Wholesale Club shares in Q2 2026, an estimated $349K.
  • Northwest & Ethical Investments first reported a position in BJs Wholesale Club in Q1 2024 and held it in 4 quarters.
  • Northwest & Ethical Investments's BJs Wholesale Club position peaked at $1.03M in Q1 2025.
  • 635 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.