OWA
BJ icon

Opal Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Opal Wealth Advisors’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
-1,746
Closed -$172K – 269
2026
Q1 		$172K Buy
+1,746
New +$168K 0.04% 227
2025
Q3 		– Sell
-1,867
Closed -$201K – 237
2025
Q2 		$201K Sell
1,867
-481
-20% -$54.8K 0.06% 193
2025
Q1 		$268K Buy
2,348
+41
+2% +$4.22K 0.08% 136
2024
Q4 		$206K Buy
+2,307
New +$209K 0.06% 186
2024
Q3 		– Sell
-1,883
Closed -$165K – 305
2024
Q2 		$165K Buy
+1,883
New +$152K 0.05% 206

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

Opal Wealth Advisors's BJ Position: Q2 2026 in Review

Opal Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 1,746 shares — an estimated $172K sold.

Opal Wealth Advisors first reported a position in BJ in Q2 2024 and held it in 5 quarters. The position peaked at $268K in Q1 2025. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Opal Wealth Advisors reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,746 BJs Wholesale Club shares in Q2 2026, an estimated $172K.
  • Opal Wealth Advisors first reported a position in BJs Wholesale Club in Q2 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's BJs Wholesale Club position peaked at $268K in Q1 2025.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.