Orion Portfolio Solutions’s BJs Wholesale Club BJ Stock Holding History

Orion Portfolio Solutions’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 Q1	$6.55M	Sell	57,409 -343	-0.6%	-$35.3K	0.06%	287
2024 Q4	$5.16M	Sell	57,752 -3,371	-6%	-$305K	0.05%	317
2024 Q3	$5.04M	Buy	61,123 +9,524	+18%	+$806K	0.05%	329
2024 Q2	$4.53M	Sell	51,599 -12,031	-19%	-$974K	0.05%	336
2024 Q1	$4.81M	Buy	63,630 +3,767	+6%	+$263K	0.05%	328
2023 Q4	$3.93M	Buy	59,863 +2,109	+4%	+$143K	0.05%	367
2023 Q3	$4.12M	Buy	57,754 +4,529	+9%	+$305K	0.05%	347
2023 Q2	$3.35M	Buy	53,225 +1,399	+3%	+$96.8K	0.04%	445
2023 Q1	$3.94M	Buy	+51,826	New	+$3.77M	0.05%	330
2020 Q3	–	Sell	-18	Closed	-$1K	–	609
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	1914
2020 Q1	$0	Sell	18 -247	-93%	-$5.55K	﹤0.01%	1917
2019 Q4	$6K	Buy	+265	New	+$6.55K	﹤0.01%	1173

Other funds holding BJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Orion Portfolio Solutions's BJ Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its BJs Wholesale Club (BJ) stake by 0.59% in Q1 2025, selling an estimated $35.3K and leaving 57,409 shares worth $6.55M. The position accounts for 0.06% of the portfolio, ranked #287.

Orion Portfolio Solutions first reported a position in BJ in Q4 2019 and has held it in 12 quarters since. 630 funds tracked by Wall St. Rank hold BJ as of Q1 2025.

Orion Portfolio Solutions held 57,409 shares of BJs Wholesale Club worth $6.55M as of Q1 2025.
Orion Portfolio Solutions sold 343 BJs Wholesale Club shares in Q1 2025, an estimated $35.3K.
BJs Wholesale Club made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #287 holding.
Orion Portfolio Solutions first reported a position in BJs Wholesale Club in Q4 2019 and has held it in 12 quarters since.
630 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.