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WealthPoint Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

WealthPoint Financial’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
-1,146
Closed -$297K – 122
2025
Q4 		$297K Buy
+1,146
New +$303K 0.26% 90

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 $3.37T AUM 44.26% 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

WealthPoint Financial's AJG Position: Q1 2026 in Review

WealthPoint Financial sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,146 shares — an estimated $297K sold.

WealthPoint Financial first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 1,247 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • WealthPoint Financial reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • WealthPoint Financial sold 1,146 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $297K.
  • WealthPoint Financial first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
  • WealthPoint Financial's Arthur J. Gallagher & Co position peaked at $297K in Q4 2025.
  • 1,247 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on WealthPoint Financial's 13F filing for Q1 2026, filed 23 Apr 2026.