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Sagespring Wealth Partners’s BJs Wholesale Club BJ Stock Holding History

Sagespring Wealth Partners’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
-3,269
Closed -$322K – 848
2026
Q1 		$322K Buy
3,269
+9
+0.3% +$868 0.01% 636
2025
Q4 		$293K Buy
3,260
+41
+1% +$3.76K 0.01% 625
2025
Q3 		$300K Sell
3,219
-956
-23% -$97.7K 0.01% 609
2025
Q2 		$450K Sell
4,175
-322
-7% -$36.7K 0.01% 467
2025
Q1 		$513K Buy
4,497
+202
+5% +$20.8K 0.01% 385
2024
Q4 		$384K Buy
+4,295
New +$388K 0.01% 406

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

Sagespring Wealth Partners's BJ Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 3,269 shares — an estimated $322K sold.

Sagespring Wealth Partners first reported a position in BJ in Q4 2024 and held it in 6 quarters. The position peaked at $513K in Q1 2025. 638 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 3,269 BJs Wholesale Club shares in Q2 2026, an estimated $322K.
  • Sagespring Wealth Partners first reported a position in BJs Wholesale Club in Q4 2024 and held it in 6 quarters.
  • Sagespring Wealth Partners's BJs Wholesale Club position peaked at $513K in Q1 2025.
  • 638 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.