Avantax Planning Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Avantax Planning Partners’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 Q1	–	Sell	-1,875	Closed	-$485K	–	437
2025 Q4	$485K	Sell	1,875 -1	-0.1%	-$265	0.01%	275
2025 Q3	$581K	Sell	1,876 -838	-31%	-$253K	0.02%	245
2025 Q2	$869K	Hold	2,714	–	–	0.03%	202
2025 Q1	$937K	Sell	2,714 -745	-22%	-$235K	0.03%	188
2024 Q4	$982K	Hold	3,459	–	–	0.04%	184
2024 Q3	$973K	Sell	3,459 -4	-0.1%	-$1.13K	0.03%	182
2024 Q2	$898K	Hold	3,463	–	–	0.03%	217
2024 Q1	$866K	Buy	+3,463	New	+$832K	0.03%	217
2018 Q4	–	Sell	-76	Closed	-$6K	–	305
2018 Q3	$6K	Buy	+76	New	+$5.45K	﹤0.01%	1008
2018 Q2	–	Sell	-104	Closed	-$7K	–	275
2018 Q1	$7K	Buy	+104	New	+$7.02K	﹤0.01%	1179

Other funds holding AJG

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's AJG Position: Q1 2026 in Review

Avantax Planning Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,875 shares — an estimated $485K sold.

Avantax Planning Partners first reported a position in AJG in Q1 2018 and held it in 10 quarters. The position peaked at $982K in Q4 2024. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Avantax Planning Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Avantax Planning Partners sold 1,875 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $485K.
Avantax Planning Partners first reported a position in Arthur J. Gallagher & Co in Q1 2018 and held it in 10 quarters.
Avantax Planning Partners's Arthur J. Gallagher & Co position peaked at $982K in Q4 2024.
1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.