Medallion Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$230 Sell
1
-306
-100% -$65K ﹤0.01% 1064
2026
Q1
$66.5K Buy
307
+40
+15% +$9.24K 0.02% 422
2025
Q4
$69.1K Buy
267
+104
+64% +$27.5K 0.02% 418
2025
Q3
$50.5K Buy
+163
New +$49.1K 0.02% 467

Other funds holding AJG

Medallion Wealth Advisors's AJG Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 100% in Q2 2026, selling an estimated $65K and leaving 1 share worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Medallion Wealth Advisors first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.1K in Q4 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Medallion Wealth Advisors held 1 share of Arthur J. Gallagher & Co worth $230 as of Q2 2026.
  • Medallion Wealth Advisors sold 306 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $65K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1064 holding.
  • Medallion Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Arthur J. Gallagher & Co position peaked at $69.1K in Q4 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.