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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26.4K Sell
115
-18
-14% -$3.82K ﹤0.01% 730
2026
Q1
$28.8K Buy
+133
New +$30.7K ﹤0.01% 725

Other funds holding AJG

Cassaday & Co Wealth Management's AJG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 14% in Q2 2026, selling an estimated $3.82K and leaving 115 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Cassaday & Co Wealth Management first reported a position in AJG in Q1 2026 and has held it in 2 quarters since. The position peaked at $28.8K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Cassaday & Co Wealth Management held 115 shares of Arthur J. Gallagher & Co worth $26.4K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 18 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $3.82K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #730 holding.
  • Cassaday & Co Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Arthur J. Gallagher & Co position peaked at $28.8K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.