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Valeo Financial Advisors’s BJs Wholesale Club BJ Stock Holding History

Valeo Financial Advisors’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
-3,290
Closed -$324K – 846
2026
Q1 		$324K Buy
+3,290
New +$317K 0.01% 522
2021
Q2 		– Sell
-108
Closed -$5K – 668
2021
Q1 		$5K Buy
+108
New +$4.53K ﹤0.01% 1539
2020
Q3 		– Sell
-466
Closed -$17K – 1643
2020
Q2 		$17K Hold
466
– – ﹤0.01% 1110
2020
Q1 		$12K Hold
466
– – ﹤0.01% 1020
2019
Q4 		$11K Buy
466
+390
+513% +$9.64K ﹤0.01% 1075
2019
Q3 		$2K Buy
76
+8
+12% +$199 ﹤0.01% 1363
2019
Q2 		$2K Buy
68
+11
+19% +$293 ﹤0.01% 1383
2019
Q1 		$2K Buy
57
+5
+10% +$128 ﹤0.01% 1335
2018
Q4 		$1K Buy
52
+16
+44% +$368 ﹤0.01% 1361
2018
Q3 		$1K Buy
+36
New +$963 ﹤0.01% 1586

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

Valeo Financial Advisors's BJ Position: Q2 2026 in Review

Valeo Financial Advisors sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 3,290 shares — an estimated $324K sold.

Valeo Financial Advisors first reported a position in BJ in Q3 2018 and held it in 10 quarters. The position peaked at $324K in Q1 2026. 637 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Valeo Financial Advisors reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,290 BJs Wholesale Club shares in Q2 2026, an estimated $324K.
  • Valeo Financial Advisors first reported a position in BJs Wholesale Club in Q3 2018 and held it in 10 quarters.
  • Valeo Financial Advisors's BJs Wholesale Club position peaked at $324K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.