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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avior Wealth Management's ANDE Position: Q2 2026 in Review

Avior Wealth Management held its Andersons Inc (ANDE) position steady in Q2 2026 at 11,559 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #415.

Avior Wealth Management first reported a position in ANDE in Q1 2024 and has held it in 5 quarters since. The position peaked at $920K in Q3 2025. 301 funds tracked by Wall St. Rank hold ANDE as of Q2 2026.

  • Avior Wealth Management held 11,559 shares of Andersons Inc worth $791K as of Q2 2026.
  • Avior Wealth Management left its Andersons Inc share count unchanged in Q2 2026.
  • Andersons Inc made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Avior Wealth Management first reported a position in Andersons Inc in Q1 2024 and has held it in 5 quarters since.
  • Avior Wealth Management's Andersons Inc position peaked at $920K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Andersons Inc as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.