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

Wealth Enhancement Trust 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 		$1.07M Buy
4,650
+683
+17% +$145K 0.12% 143
2026
Q1 		$859K Buy
3,967
+493
+14% +$114K 0.1% 161
2025
Q4 		$899K Buy
+3,474
New +$920K 0.11% 143

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Arthur J. Gallagher & Co (AJG) stake by 17% in Q2 2026, buying an estimated $145K and bringing the position to 4,650 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #143.

Wealth Enhancement Trust Services first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. 945 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,650 shares of Arthur J. Gallagher & Co worth $1.07M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 683 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $145K.
  • Arthur J. Gallagher & Co made up 0.12% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #143 holding.
  • Wealth Enhancement Trust Services first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • 945 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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