Action Point Financial Planning’s Arthur J. Gallagher & Co AJG Stock Holding History

Action Point Financial Planning’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	$15.6K	Buy	+74	New	+$15.7K	﹤0.01%	1244

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's AJG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 74 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #1244 among its holdings.

1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Action Point Financial Planning held 74 shares of Arthur J. Gallagher & Co worth $15.6K as of Q2 2026.
Arthur J. Gallagher & Co was a new Action Point Financial Planning position in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1244 holding.
1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.