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Intentional Wealth Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-47
Closed -$10.2K – 96
2026
Q1 		$10.2K Buy
+47
New +$10.9K 0.01% 378

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intentional Wealth Strategies's AJG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 47 shares — an estimated $10.2K sold.

Intentional Wealth Strategies first reported a position in AJG in Q1 2026 and held it in 1 quarter. The position peaked at $10.2K in Q1 2026. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 47 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $10.2K.
  • Intentional Wealth Strategies first reported a position in Arthur J. Gallagher & Co in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Arthur J. Gallagher & Co position peaked at $10.2K in Q1 2026.
  • 1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.