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Sound Income Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History

Sound Income 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
-5
Closed -$1.08K – 542
2026
Q1 		$1.08K Sell
5
-10
-67% -$2.31K ﹤0.01% 2288
2025
Q4 		$3.88K Hold
15
– – ﹤0.01% 1914
2025
Q3 		$4.53K Hold
15
– – ﹤0.01% 1193
2025
Q2 		$4.8K Buy
15
+5
+50% +$1.65K ﹤0.01% 1097
2025
Q1 		$3.45K Buy
10
+7
+233% +$2.21K ﹤0.01% 1135
2024
Q4 		$852 Sell
3
-17
-85% -$4.95K ﹤0.01% 1301
2024
Q3 		$5.63K Buy
+20
New +$5.64K ﹤0.01% 933
2023
Q1 		– Sell
-10
Closed -$1.89K – 1059
2022
Q4 		$1.89K Buy
10
+6
+150% +$1.12K ﹤0.01% 777
2022
Q3 		$1K Hold
4
– – ﹤0.01% 755
2022
Q2 		$1K Hold
4
– – ﹤0.01% 771
2022
Q1 		$1K Buy
4
+2
+100% +$319 ﹤0.01% 766
2021
Q4 		$0 Hold
2
– – ﹤0.01% 839
2021
Q3 		$0 Sell
2
-22
-92% -$3.15K ﹤0.01% 822
2021
Q2 		$3K Sell
24
-61
-72% -$8.62K ﹤0.01% 656
2021
Q1 		$10.6K Sell
85
-4
-4% -$483 ﹤0.01% 475
2020
Q4 		$11K Hold
89
– – ﹤0.01% 429
2020
Q3 		$9K Buy
89
+61
+218% +$6.33K ﹤0.01% 424
2020
Q2 		$3K Hold
28
– – ﹤0.01% 562
2020
Q1 		$2K Hold
28
– – ﹤0.01% 565
2019
Q4 		$3K Hold
28
– – ﹤0.01% 508
2019
Q3 		$3K Hold
28
– – ﹤0.01% 471
2019
Q2 		$2K Hold
28
– – ﹤0.01% 538
2019
Q1 		$2K Hold
28
– – ﹤0.01% 534
2018
Q4 		$2K Hold
28
– – ﹤0.01% 519
2018
Q3 		$2K Hold
28
– – ﹤0.01% 533
2018
Q2 		$2K Hold
28
– – ﹤0.01% 492
2018
Q1 		$2K Hold
28
– – ﹤0.01% 466
2017
Q4 		$2K Buy
+28
New +$1.79K ﹤0.01% 392

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Sound Income Strategies's AJG Position: Q2 2026 in Review

Sound Income Strategies sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 5 shares — an estimated $1.08K sold.

Sound Income Strategies first reported a position in AJG in Q4 2017 and held it in 28 quarters. The position peaked at $11K in Q4 2020. 872 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Sound Income Strategies reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 5 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.08K.
  • Sound Income Strategies first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 28 quarters.
  • Sound Income Strategies's Arthur J. Gallagher & Co position peaked at $11K in Q4 2020.
  • 872 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.