Vista Investment Partners II’s BJs Wholesale Club BJ Stock Holding History

Vista Investment Partners II’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	-28,055	Closed	-$2.76M	–	163
2026 Q1	$2.76M	Sell	28,055 -123	-0.4%	-$11.9K	1.24%	27
2025 Q4	$2.54M	Buy	28,178 +1,176	+4%	+$108K	1.09%	34
2025 Q3	$2.52M	Buy	27,002 +472	+2%	+$48.2K	1.17%	32
2025 Q2	$2.86M	Buy	26,530 +1,029	+4%	+$117K	1.38%	27
2025 Q1	$2.91M	Buy	25,501 +3,003	+13%	+$309K	1.61%	17
2024 Q4	$2.01M	Buy	+22,498	New	+$2.03M	1.19%	32

Other funds holding BJ

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ACM

Alta Capital Management Salt Lake City, Utah $1.34B AUM 17.8% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vista Investment Partners II's BJ Position: Q2 2026 in Review

Vista Investment Partners II sold out of BJs Wholesale Club (BJ) in Q2 2026, closing a stake of 28,055 shares — an estimated $2.76M sold.

Vista Investment Partners II first reported a position in BJ in Q4 2024 and held it in 6 quarters. The position peaked at $2.91M in Q1 2025. 231 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

Vista Investment Partners II reported no remaining BJs Wholesale Club position as of Q2 2026 after selling out during the quarter.
Vista Investment Partners II sold 28,055 BJs Wholesale Club shares in Q2 2026, an estimated $2.76M.
Vista Investment Partners II first reported a position in BJs Wholesale Club in Q4 2024 and held it in 6 quarters.
Vista Investment Partners II's BJs Wholesale Club position peaked at $2.91M in Q1 2025.
231 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.