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Consolidated Planning Corp’s Arthur J. Gallagher & Co AJG Stock Holding History

Consolidated Planning Corp’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
Q3 		– Sell
-1,026
Closed -$328K – 193
2025
Q2 		$328K Buy
+1,026
New +$338K 0.04% 154
2025
Q1 		– Sell
-716
Closed -$203K – 184
2024
Q4 		$203K Buy
+716
New +$208K 0.03% 195
2024
Q3 		– Sell
-1,192
Closed -$309K – 199
2024
Q2 		$309K Buy
+1,192
New +$296K 0.05% 138
2021
Q4 		– Sell
-649
Closed -$96K – 78
2021
Q3 		$96K Buy
+649
New +$92.9K 0.06% 102

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Consolidated Planning Corp's AJG Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 1,026 shares — an estimated $328K sold.

Consolidated Planning Corp first reported a position in AJG in Q3 2021 and held it in 4 quarters. The position peaked at $328K in Q2 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,026 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $328K.
  • Consolidated Planning Corp first reported a position in Arthur J. Gallagher & Co in Q3 2021 and held it in 4 quarters.
  • Consolidated Planning Corp's Arthur J. Gallagher & Co position peaked at $328K in Q2 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.