EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
AJG holding history
Arthur J. Gallagher & Co. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AJG overviewAll 13F holders of AJGFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −2,652−100.0% | Sold out | Holders |
| Q1 2026 | 2,652 | $574.3K | <0.1% | −567−17.6% | Reduced | Holders |
| Q4 2025 | 3,219 | $833.1K | <0.1% | – | No prior filing | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 6,369 | $2.04M | <0.1% | +4,298+207.5% | Added | Holders |
| Q1 2025 | 2,071 | $715.0K | <0.1% | +114+5.8% | Added | Holders |
| Q4 2024 | 1,957 | $555.4K | <0.1% | −226−10.4% | Reduced | Holders |
| Q3 2024 | 2,183 | $614.2K | <0.1% | +1,061+94.6% | Added | Holders |
| Q2 2024 | 1,122 | $291.0K | <0.1% | +197+21.3% | Added | Holders |
| Q1 2024 | 925 | $231.2K | <0.1% | +925 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,864−100.0% | Sold out | Holders |
| Q2 2022 | 1,864 | $304.0K | <0.1% | +297+19.0% | Added | Holders |
| Q1 2022 | 1,567 | $274.0K | <0.1% | +120+8.3% | Added | Holders |
| Q4 2021 | 1,447 | $246.0K | <0.1% | −246−14.5% | Reduced | Holders |
| Q3 2021 | 1,693 | $252.0K | <0.1% | +1,693 | New | Holders |