Wealthcare Advisory Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Wealthcare Advisory Partners’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
2025 Q1	–	Sell	-722	Closed	-$205K	–	905
2024 Q4	$205K	Buy	+722	New	+$210K	0.01%	854
2021 Q2	–	Sell	-53	Closed	-$7K	–	582
2021 Q1	$7K	Buy	+53	New	+$6.4K	﹤0.01%	1541
2020 Q2	–	Sell	-22	Closed	-$2K	–	345
2020 Q1	$2K	Hold	22	–	–	﹤0.01%	1264
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	1236
2019 Q3	$2K	Sell	22 -26	-54%	-$2.34K	﹤0.01%	1190
2019 Q2	$4K	Buy	48 +26	+118%	+$2.17K	﹤0.01%	1083
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	1073
2018 Q4	$2K	Hold	22	–	–	﹤0.01%	1051
2018 Q3	$2K	Hold	22	–	–	﹤0.01%	1103
2018 Q2	$1K	Buy	+22	New	+$1.49K	﹤0.01%	1163
2018 Q1	–	Sell	-37	Closed	-$2K	–	1068
2017 Q4	$2K	Buy	+37	New	+$2.36K	﹤0.01%	904

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealthcare Advisory Partners's AJG Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 722 shares — an estimated $205K sold.

Wealthcare Advisory Partners first reported a position in AJG in Q4 2017 and held it in 11 quarters. The position peaked at $205K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Wealthcare Advisory Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 722 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $205K.
Wealthcare Advisory Partners first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Arthur J. Gallagher & Co position peaked at $205K in Q4 2024.
1,361 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.