AEPWM
ANDG

Atlantic Edge Private Wealth Management’s Andersen Group ANDG Stock Holding History

Atlantic Edge Private Wealth Management’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
Q2 		$943 Buy
+25
New +$882 ﹤0.01% 590

Other funds holding ANDG

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM

Atlantic Edge Private Wealth Management's ANDG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management opened a new position in Andersen Group (ANDG) in Q2 2026: 25 shares worth $943. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings.

8 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 25 shares of Andersen Group worth $943 as of Q2 2026.
  • Andersen Group was a new Atlantic Edge Private Wealth Management position in Q2 2026.
  • Andersen Group made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #590 holding.
  • 8 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.