BAM
ANDG

Bellevue Asset Management’s Andersen Group ANDG Stock Holding History

Bellevue Asset 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
Q1 		– Sell
-98
Closed -$2.54K – 503
2025
Q4 		$2.54K Buy
+98
New +$2.46K ﹤0.01% 412

Other funds holding ANDG

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return

Bellevue Asset Management's ANDG Position: Q1 2026 in Review

Bellevue Asset Management sold out of Andersen Group (ANDG) in Q1 2026, closing a stake of 98 shares — an estimated $2.54K sold.

Bellevue Asset Management first reported a position in ANDG in Q4 2025 and held it in 1 quarter. The position peaked at $2.54K in Q4 2025. 66 funds tracked by Wall St. Rank hold ANDG as of Q1 2026.

  • Bellevue Asset Management reported no remaining Andersen Group position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 98 Andersen Group shares in Q1 2026, an estimated $2.54K.
  • Bellevue Asset Management first reported a position in Andersen Group in Q4 2025 and held it in 1 quarter.
  • Bellevue Asset Management's Andersen Group position peaked at $2.54K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Andersen Group as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.