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Oak Harvest Investment Services’s BJs Wholesale Club BJ Stock Holding History

Oak Harvest Investment 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
Q3 		– Sell
-7,500
Closed -$809K – 166
2025
Q2 		$809K Sell
7,500
-8,903
-54% -$1.01M 0.1% 114
2025
Q1 		$1.87M Buy
16,403
+8,903
+119% +$917K 0.26% 87
2024
Q4 		$670K Buy
+7,500
New +$678K 0.09% 114

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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

Oak Harvest Investment Services's BJ Position: Q3 2025 in Review

Oak Harvest Investment Services sold out of BJs Wholesale Club (BJ) in Q3 2025, closing a stake of 7,500 shares — an estimated $809K sold.

Oak Harvest Investment Services first reported a position in BJ in Q4 2024 and held it in 3 quarters. The position peaked at $1.87M in Q1 2025. 606 funds tracked by Wall St. Rank hold BJ as of Q3 2025.

  • Oak Harvest Investment Services reported no remaining BJs Wholesale Club position as of Q3 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 7,500 BJs Wholesale Club shares in Q3 2025, an estimated $809K.
  • Oak Harvest Investment Services first reported a position in BJs Wholesale Club in Q4 2024 and held it in 3 quarters.
  • Oak Harvest Investment Services's BJs Wholesale Club position peaked at $1.87M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2025.

Based on Oak Harvest Investment Services's 13F filing for Q3 2025, filed 17 Oct 2025.