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United Financial Planning Group’s Arthur J. Gallagher & Co AJG Stock Holding History

United Financial Planning Group’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
-2
Closed -$518 – 466
2025
Q4 		$518 Buy
+2
New +$529 ﹤0.01% 393

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's AJG Position: Q1 2026 in Review

United Financial Planning Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 2 shares — an estimated $518 sold.

United Financial Planning Group first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $518 in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • United Financial Planning Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $518.
  • United Financial Planning Group first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Arthur J. Gallagher & Co position peaked at $518 in Q4 2025.
  • 1,248 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.