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

Wealth Preservation 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
-6
Closed -$1.55K – 1030
2025
Q4 		$1.55K Sell
6
-1
-14% -$265 ﹤0.01% 547
2025
Q3 		$2.17K Buy
7
+2
+40% +$603 ﹤0.01% 484
2025
Q2 		$1.6K Hold
5
– – ﹤0.01% 515
2025
Q1 		$1.73K Buy
+5
New +$1.58K ﹤0.01% 487

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

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

Wealth Preservation Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 6 shares — an estimated $1.55K sold.

Wealth Preservation Advisors first reported a position in AJG in Q1 2025 and held it in 4 quarters. The position peaked at $2.17K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 6 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.55K.
  • Wealth Preservation Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Arthur J. Gallagher & Co position peaked at $2.17K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.