Wealth Enhancement Advisory Services
BJ icon

Wealth Enhancement Advisory Services’s BJs Wholesale Club BJ Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.75M Buy
34,988
+23,651
+209% +$2.16M ﹤0.01% 1375
2026
Q1 		$1.11M Buy
11,337
+1,697
+18% +$164K ﹤0.01% 1726
2025
Q4 		$876K Buy
9,640
+4
+0% +$367 ﹤0.01% 2047
2025
Q3 		$867K Sell
9,636
-13,403
-58% -$1.37M ﹤0.01% 1956
2025
Q2 		$2.52M Buy
23,039
+1,583
+7% +$180K ﹤0.01% 1239
2025
Q1 		$2.45M Buy
21,456
+10,326
+93% +$1.06M ﹤0.01% 1149
2024
Q4 		$994K Buy
11,130
+5,442
+96% +$492K ﹤0.01% 1549
2024
Q3 		$469K Buy
5,688
+176
+3% +$14.9K ﹤0.01% 1868
2024
Q2 		$484K Buy
5,512
+339
+7% +$27.5K ﹤0.01% 1666
2024
Q1 		$391K Buy
5,173
+401
+8% +$27.9K ﹤0.01% 1730
2023
Q4 		$318K Sell
4,772
-2,005
-30% -$136K ﹤0.01% 1773
2023
Q3 		$484K Buy
+6,777
New +$456K ﹤0.01% 1442

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
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

Wealth Enhancement Advisory Services's BJ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its BJs Wholesale Club (BJ) stake by 209% in Q2 2026, buying an estimated $2.16M and bringing the position to 34,988 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Wealth Enhancement Advisory Services first reported a position in BJ in Q3 2023 and has held it in 12 quarters since. 118 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 34,988 shares of BJs Wholesale Club worth $2.75M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 23,651 BJs Wholesale Club shares in Q2 2026, an estimated $2.16M.
  • BJs Wholesale Club made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1375 holding.
  • Wealth Enhancement Advisory Services first reported a position in BJs Wholesale Club in Q3 2023 and has held it in 12 quarters since.
  • 118 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.