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Thrive Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Thrive Wealth Management’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 		$200K Sell
2,297
-183
-7% -$16.8K 0.03% 252
2026
Q1 		$244K Buy
2,480
+80
+3% +$7.72K 0.04% 204
2025
Q4 		$216K Sell
2,400
-128
-5% -$11.8K 0.03% 219
2025
Q3 		$236K Sell
2,528
-129
-5% -$13.2K 0.04% 209
2025
Q2 		$287K Buy
2,657
+172
+7% +$19.6K 0.05% 180
2025
Q1 		$284K Buy
+2,485
New +$256K 0.05% 171

Other funds holding BJ

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Thrive Wealth Management's BJ Position: Q2 2026 in Review

Thrive Wealth Management reduced its BJs Wholesale Club (BJ) stake by 7.4% in Q2 2026, selling an estimated $16.8K and leaving 2,297 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #252.

Thrive Wealth Management first reported a position in BJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $287K in Q2 2025. 92 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Thrive Wealth Management held 2,297 shares of BJs Wholesale Club worth $200K as of Q2 2026.
  • Thrive Wealth Management sold 183 BJs Wholesale Club shares in Q2 2026, an estimated $16.8K.
  • BJs Wholesale Club made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Thrive Wealth Management first reported a position in BJs Wholesale Club in Q1 2025 and has held it in 6 quarters since.
  • Thrive Wealth Management's BJs Wholesale Club position peaked at $287K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.