Superior Planning, LLC’s Andersen Group ANDG Stock Holding History

Superior Planning, LLC’s Portfolio ANDG Stock Details ANDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.18K	Buy	+40	New	+$1.96K	﹤0.01%	1534

Other funds holding ANDG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.39B AUM 81.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's ANDG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Andersen Group (ANDG) in Q3 2026: 40 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings.

59 funds tracked by Wall St. Rank hold ANDG as of Q3 2026.

Superior Planning, LLC held 40 shares of Andersen Group worth $2.18K as of Q3 2026.
Andersen Group was a new Superior Planning, LLC position in Q3 2026.
Andersen Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1534 holding.
59 funds tracked by Wall St. Rank held Andersen Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.