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

Stratos Wealth Advisors’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
-1,332
Closed -$345K – 611
2025
Q4 		$345K Sell
1,332
-163
-11% -$43.2K 0.02% 503
2025
Q3 		$463K Buy
1,495
+218
+17% +$65.7K 0.02% 473
2025
Q2 		$409K Buy
1,277
+119
+10% +$39.2K 0.02% 482
2025
Q1 		$400K Sell
1,158
-139
-11% -$43.9K 0.02% 489
2024
Q4 		$368K Buy
1,297
+9
+0.7% +$2.62K 0.02% 543
2024
Q3 		$363K Buy
1,288
+67
+5% +$18.9K 0.02% 576
2024
Q2 		$317K Sell
1,221
-169
-12% -$41.9K 0.02% 565
2024
Q1 		$348K Sell
1,390
-3,168
-70% -$762K 0.02% 531
2023
Q4 		$1.03M Buy
4,558
+118
+3% +$27.9K 0.06% 321
2023
Q3 		$1.01M Buy
4,440
+666
+18% +$149K 0.07% 300
2023
Q2 		$829K Buy
3,774
+886
+31% +$184K 0.06% 341
2023
Q1 		$553K Sell
2,888
-173
-6% -$32.8K 0.04% 400
2022
Q4 		$577K Buy
3,061
+58
+2% +$10.8K 0.05% 375
2022
Q3 		$514K Sell
3,003
-9
-0.3% -$1.6K 0.05% 351
2022
Q2 		$491K Sell
3,012
-686
-19% -$114K 0.04% 368
2022
Q1 		$646K Buy
3,698
+742
+25% +$118K 0.05% 336
2021
Q4 		$502K Buy
2,956
+71
+2% +$11.6K 0.04% 392
2021
Q3 		$429K Buy
2,885
+719
+33% +$103K 0.04% 388
2021
Q2 		$303K Buy
2,166
+4
+0.2% +$565 0.03% 439
2021
Q1 		$270K Buy
2,162
+5
+0.2% +$603 0.03% 416
2020
Q4 		$267K Sell
2,157
-1,267
-37% -$144K 0.04% 334
2020
Q3 		$362K Buy
3,424
+1,276
+59% +$132K 0.09% 224
2020
Q2 		$209K Buy
+2,148
New +$190K 0.06% 252

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Advisors's AJG Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,332 shares — an estimated $345K sold.

Stratos Wealth Advisors first reported a position in AJG in Q2 2020 and held it in 23 quarters. The position peaked at $1.03M in Q4 2023. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,332 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $345K.
  • Stratos Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2020 and held it in 23 quarters.
  • Stratos Wealth Advisors's Arthur J. Gallagher & Co position peaked at $1.03M in Q4 2023.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.