AWM
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Abound Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Abound Wealth Management’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.38K Sell
15
-31
-67% -$6.58K ﹤0.01% 666
2026
Q1 		$9.9K Buy
46
+15
+48% +$3.46K ﹤0.01% 554
2025
Q4 		$8.02K Sell
31
-8
-21% -$2.12K ﹤0.01% 547
2025
Q3 		$12.2K Sell
39
-3
-7% -$904 ﹤0.01% 448
2025
Q2 		$13.4K Hold
42
– – ﹤0.01% 389
2025
Q1 		$14.5K Sell
42
-1
-2% -$316 ﹤0.01% 351
2024
Q4 		$12.2K Buy
43
+1
+2% +$291 ﹤0.01% 358
2024
Q3 		$11.8K Buy
42
+11
+35% +$3.1K ﹤0.01% 389
2024
Q2 		$8.04K Sell
31
-7
-18% -$1.74K ﹤0.01% 404
2024
Q1 		$9.52K Hold
38
– – ﹤0.01% 387
2023
Q4 		$8.6K Sell
38
-3
-7% -$711 ﹤0.01% 400
2023
Q3 		$9.35K Buy
41
+3
+8% +$671 ﹤0.01% 339
2023
Q2 		$8.35K Buy
38
+9
+31% +$1.87K ﹤0.01% 376
2023
Q1 		$5.55K Buy
29
+12
+71% +$2.28K ﹤0.01% 382
2022
Q4 		$3.21K Hold
17
– – ﹤0.01% 437
2022
Q3 		$2.91K Buy
+17
New +$3.02K ﹤0.01% 433

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's AJG Position: Q2 2026 in Review

Abound Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 67% in Q2 2026, selling an estimated $6.58K and leaving 15 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Abound Wealth Management first reported a position in AJG in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.5K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Abound Wealth Management held 15 shares of Arthur J. Gallagher & Co worth $3.38K as of Q2 2026.
  • Abound Wealth Management sold 31 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.58K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #666 holding.
  • Abound Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Arthur J. Gallagher & Co position peaked at $14.5K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.