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

Mascoma 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
2026 Q2	$33.3K	Hold	145	–	–	0.01%	220
2026 Q1	$31.4K	Buy	145 +5	+4%	+$1.16K	0.01%	225
2025 Q4	$36.2K	Sell	140 -116	-45%	-$30.7K	0.01%	211
2025 Q3	$79.3K	Sell	256 -45	-15%	-$13.6K	0.02%	156
2025 Q2	$96.4K	Hold	301	–	–	0.02%	139
2025 Q1	$104K	Sell	301 -125	-29%	-$39.5K	0.03%	129
2024 Q4	$121K	Hold	426	–	–	0.03%	125
2024 Q3	$120K	Sell	426 -10	-2%	-$2.82K	0.03%	129
2024 Q2	$113K	Buy	436 +395	+963%	+$98K	0.03%	127
2024 Q1	$10.3K	Sell	41 -26	-39%	-$6.25K	﹤0.01%	312
2023 Q4	$15.1K	Hold	67	–	–	﹤0.01%	292
2023 Q3	$15.3K	Hold	67	–	–	﹤0.01%	295
2023 Q2	$14.8K	Hold	67	–	–	﹤0.01%	294
2023 Q1	$13.9K	Hold	67	–	–	﹤0.01%	371
2022 Q4	$12.6K	Hold	67	–	–	﹤0.01%	381
2022 Q3	$11K	Hold	67	–	–	﹤0.01%	385
2022 Q2	$11K	Hold	67	–	–	﹤0.01%	403
2022 Q1	$12K	Buy	+67	New	+$10.7K	﹤0.01%	412

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

Mascoma Wealth Management's AJG Position: Q2 2026 in Review

Mascoma Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 145 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #220.

Mascoma Wealth Management first reported a position in AJG in Q1 2022 and has held it in 18 quarters since. The position peaked at $121K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Mascoma Wealth Management held 145 shares of Arthur J. Gallagher & Co worth $33.3K as of Q2 2026.
Mascoma Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #220 holding.
Mascoma Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 18 quarters since.
Mascoma Wealth Management's Arthur J. Gallagher & Co position peaked at $121K in Q4 2024.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.