TWD
BJ icon

True Wealth Design’s BJs Wholesale Club BJ Stock Holding History

True Wealth Design’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
Q1 		$10.8K Buy
110
+58
+112% +$5.59K ﹤0.01% 948
2025
Q4 		$4.68K Sell
52
-124
-70% -$11.4K ﹤0.01% 1110
2025
Q3 		$16.4K Sell
176
-120
-41% -$12.3K 0.01% 678
2025
Q2 		$31.9K Buy
296
+6
+2% +$684 0.01% 278
2025
Q1 		$33.1K Buy
290
+29
+11% +$2.99K 0.01% 261
2024
Q4 		$23.3K Buy
261
+215
+467% +$19.4K 0.01% 301
2024
Q3 		$3.79K Buy
46
+43
+1,433% +$3.64K ﹤0.01% 633
2024
Q2 		$264 Buy
3
+1
+50% +$81 ﹤0.01% 723
2024
Q1 		$152 Hold
2
– – ﹤0.01% 756
2023
Q4 		$134 Hold
2
– – ﹤0.01% 725
2023
Q3 		$143 Hold
2
– – ﹤0.01% 686
2023
Q2 		$127 Buy
2
+1
+100% +$69 ﹤0.01% 708
2023
Q1 		$77 Hold
1
– – ﹤0.01% 811
2022
Q4 		$66 Buy
+1
New +$72 ﹤0.01% 764

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return