Wealth Enhancement Advisory Services
AJG icon

Wealth Enhancement Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Wealth Enhancement Advisory Services’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 		$12.5M Buy
49,438
+9,811
+25% +$2.08M 0.02% 582
2026
Q1 		$8.62M Sell
39,627
-38,963
-50% -$9M 0.02% 655
2025
Q4 		$20.7M Buy
78,590
+68
+0.1% +$18K 0.03% 470
2025
Q3 		$24.3M Buy
78,522
+18,861
+32% +$5.69M 0.04% 404
2025
Q2 		$19M Sell
59,661
-7,625
-11% -$2.51M 0.03% 434
2025
Q1 		$23.2M Sell
67,286
-838
-1% -$265K 0.04% 353
2024
Q4 		$19.3M Buy
68,124
+12,730
+23% +$3.7M 0.04% 380
2024
Q3 		$15.6M Buy
55,394
+536
+1% +$151K 0.03% 402
2024
Q2 		$14.2M Buy
54,858
+453
+0.8% +$112K 0.03% 399
2024
Q1 		$13.6M Buy
54,405
+1
+0% +$240 0.04% 392
2023
Q4 		$12.2M Sell
54,404
-2,648
-5% -$627K 0.04% 386
2023
Q3 		$13M Buy
57,052
+54,527
+2,159% +$12.2M 0.04% 355
2023
Q2 		$554K Buy
2,525
+10
+0.4% +$2.08K 0.01% 336
2023
Q1 		$481K Buy
+2,515
New +$477K 0.01% 390

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's AJG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Arthur J. Gallagher & Co (AJG) stake by 25% in Q2 2026, buying an estimated $2.08M and bringing the position to 49,438 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #582.

Wealth Enhancement Advisory Services first reported a position in AJG in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.3M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 49,438 shares of Arthur J. Gallagher & Co worth $12.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,811 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.08M.
  • Arthur J. Gallagher & Co made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #582 holding.
  • Wealth Enhancement Advisory Services first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Arthur J. Gallagher & Co position peaked at $24.3M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.