AWM
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Avior Wealth Management’s Andersons Inc ANDE Stock Holding History

Avior Wealth Management’s Portfolio ANDE Stock Details ANDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$759K Hold
11,559
– – 0.02% 414
2026
Q2 		$791K Hold
11,559
– – 0.02% 415
2026
Q1 		$830K Sell
11,559
-3,459
-23% -$222K 0.02% 404
2025
Q4 		$799K Sell
15,018
-8,091
-35% -$396K 0.02% 350
2025
Q3 		$920K Buy
+23,109
New +$890K 0.03% 319
2024
Q2 		– Sell
-6
Closed -$344 – 2330
2024
Q1 		$344 Buy
+6
New +$323 ﹤0.01% 2679

Other funds holding ANDE

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avior Wealth Management's ANDE Position: Q3 2026 in Review

Avior Wealth Management held its Andersons Inc (ANDE) position steady in Q3 2026 at 11,559 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #414.

Avior Wealth Management first reported a position in ANDE in Q1 2024 and has held it in 6 quarters since. The position peaked at $920K in Q3 2025. 18 funds tracked by Wall St. Rank hold ANDE as of Q3 2026.

  • Avior Wealth Management held 11,559 shares of Andersons Inc worth $759K as of Q3 2026.
  • Avior Wealth Management left its Andersons Inc share count unchanged in Q3 2026.
  • Andersons Inc made up 0.02% of Avior Wealth Management's portfolio in Q3 2026, its #414 holding.
  • Avior Wealth Management first reported a position in Andersons Inc in Q1 2024 and has held it in 6 quarters since.
  • Avior Wealth Management's Andersons Inc position peaked at $920K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Andersons Inc as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.