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

Cherry Tree 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
2025
Q2 		– Sell
-14
Closed -$4.83K – 612
2025
Q1 		$4.83K Buy
+14
New +$4.42K ﹤0.01% 534

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cherry Tree Wealth Management's AJG Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 14 shares — an estimated $4.83K sold.

Cherry Tree Wealth Management first reported a position in AJG in Q1 2025 and held it in 1 quarter. The position peaked at $4.83K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 14 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $4.83K.
  • Cherry Tree Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Arthur J. Gallagher & Co position peaked at $4.83K in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.