Cypress Wealth Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Cypress Wealth Services’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	$223K	Buy	+970	New	+$206K	0.03%	394

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

Cypress Wealth Services's AJG Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 970 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #394 among its holdings.

1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Cypress Wealth Services held 970 shares of Arthur J. Gallagher & Co worth $223K as of Q2 2026.
Arthur J. Gallagher & Co was a new Cypress Wealth Services position in Q2 2026.
Arthur J. Gallagher & Co made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #394 holding.
1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.