Wealthcare Advisory Partners’s BJs Wholesale Club BJ Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-5,170	Closed	-$465K	–	1080
2025 Q4	$465K	Buy	5,170 +129	+3%	+$11.8K	0.01%	715
2025 Q3	$470K	Sell	5,041 -43	-0.8%	-$4.39K	0.01%	698
2025 Q2	$548K	Buy	5,084 +32	+0.6%	+$3.65K	0.01%	622
2025 Q1	$576K	Buy	5,052 +19	+0.4%	+$1.96K	0.02%	560
2024 Q4	$450K	Sell	5,033 -2	-0%	-$181	0.01%	599
2024 Q3	$415K	Buy	+5,035	New	+$426K	0.01%	612

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RRAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthcare Advisory Partners's BJ Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 5,170 shares — an estimated $465K sold.

Wealthcare Advisory Partners first reported a position in BJ in Q3 2024 and held it in 6 quarters. The position peaked at $576K in Q1 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Wealthcare Advisory Partners reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,170 BJs Wholesale Club shares in Q1 2026, an estimated $465K.
Wealthcare Advisory Partners first reported a position in BJs Wholesale Club in Q3 2024 and held it in 6 quarters.
Wealthcare Advisory Partners's BJs Wholesale Club position peaked at $576K in Q1 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.