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Wealthspire Advisors (New York)’s BJs Wholesale Club BJ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-467
Closed -$43.6K – 1252
2025
Q3 		$43.6K Buy
+467
New +$47.7K ﹤0.01% 1297

Other funds holding BJ

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wealthspire Advisors (New York)'s BJ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of BJs Wholesale Club (BJ) in Q4 2025, closing a stake of 467 shares — an estimated $43.6K sold.

Wealthspire Advisors (New York) first reported a position in BJ in Q3 2025 and held it in 1 quarter. The position peaked at $43.6K in Q3 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining BJs Wholesale Club position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 467 BJs Wholesale Club shares in Q4 2025, an estimated $43.6K.
  • Wealthspire Advisors (New York) first reported a position in BJs Wholesale Club in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s BJs Wholesale Club position peaked at $43.6K in Q3 2025.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.