Curated Wealth Partners LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 1781284
EL SEGUNDO, CA
Position in BJ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$13,087,012
New position
Shares Held
150,046
first reported quarter
Ownership
0.118%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2
of 37 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 79.97547418791571.ToString("F0")%
Shared 0.ToString("F0")%
None 20.024525812084292.ToString("F0")%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Curated Wealth Partners LLC holds $961,949,223 across 5 Discount Stores names. BJ ranks #3 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TGT |
Target Corp
|
4,115,219 | $537,488,752 | |
| 2 | COST |
Costco Wholesale Corp /New
|
427,120 | $399,557,945 | |
| 3 | BJ |
BJ's Wholesale Club Holdings, Inc.
This page
|
150,046 | $13,087,012 | |
| 4 | WMT |
Walmart Inc.
|
101,930 | $11,544,591 | |
| 5 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
3,524 | $270,923 |
All Filings in BJ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,087,012 | 150,046 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||