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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

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

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. 637 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.
  • 637 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.