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

Strategic 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
-5
Closed -$485 – 1473
2026
Q1 		$485 Buy
+5
New +$482 ﹤0.01% 1320
2019
Q4 		– Sell
-190
Closed -$4 – 168
2019
Q3 		$4 Buy
+190
New +$4.73K ﹤0.01% 654

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

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

Strategic Wealth Partners sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 5 shares — an estimated $485 sold.

Strategic Wealth Partners first reported a position in BJ in Q3 2019 and held it in 2 quarters. The position peaked at $485 in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Strategic Wealth Partners reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 5 BJs Wholesale Club shares in Q2 2026, an estimated $485.
  • Strategic Wealth Partners first reported a position in BJs Wholesale Club in Q3 2019 and held it in 2 quarters.
  • Strategic Wealth Partners's BJs Wholesale Club position peaked at $485 in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.