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

Twin Peaks 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 Q2	–	Sell	-144	Closed	-$31.2K	–	292
2026 Q1	$31.2K	Buy	+144	New	+$33.3K	0.01%	555
2025 Q3	–	Sell	-118	Closed	-$34.2K	–	226
2025 Q2	$34.2K	Buy	+118	New	+$38.9K	0.01%	436

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

Twin Peaks Wealth Advisors's AJG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 144 shares — an estimated $31.2K sold.

Twin Peaks Wealth Advisors first reported a position in AJG in Q2 2025 and held it in 2 quarters. The position peaked at $34.2K in Q2 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 144 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $31.2K.
Twin Peaks Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Arthur J. Gallagher & Co position peaked at $34.2K in Q2 2025.
1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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