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Guardian Wealth Advisors (North Carolina)’s Arthur J. Gallagher & Co AJG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-935
Closed -$242K – 614
2025
Q4 		$242K Buy
935
+34
+4% +$9K 0.02% 327
2025
Q3 		$279K Sell
901
-8
-0.9% -$2.41K 0.02% 298
2025
Q2 		$291K Buy
909
+10
+1% +$3.3K 0.02% 272
2025
Q1 		$310K Buy
899
+9
+1% +$2.84K 0.02% 248
2024
Q4 		$253K Buy
890
+13
+1% +$3.78K 0.02% 275
2024
Q3 		$247K Sell
877
-13
-1% -$3.67K 0.03% 241
2024
Q2 		$231K Sell
890
-6
-0.7% -$1.49K 0.03% 240
2024
Q1 		$224K Buy
+896
New +$215K 0.03% 255
2023
Q4 		– Sell
-1,125
Closed -$256K – 442
2023
Q3 		$256K Sell
1,125
-102
-8% -$22.8K 0.04% 197
2023
Q2 		$269K Sell
1,227
-132
-10% -$27.5K 0.05% 182
2023
Q1 		$260K Sell
1,359
-4
-0.3% -$759 0.05% 178
2022
Q4 		$257K Hold
1,363
– – 0.05% 165
2022
Q3 		$233K Buy
+1,363
New +$242K 0.04% 166

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s AJG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 935 shares — an estimated $242K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in AJG in Q3 2022 and held it in 13 quarters. The position peaked at $310K in Q1 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 935 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $242K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 13 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Arthur J. Gallagher & Co position peaked at $310K in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.