Charles Schwab
ANDG

Charles Schwab’s Andersen Group ANDG Stock Holding History

Charles Schwab’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 		$377K Buy
10,007
+3
+0% +$106 ﹤0.01% 3292
2026
Q1 		$272K Buy
+10,004
New +$234K ﹤0.01% 3261

Other funds holding ANDG

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.94% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab's ANDG Position: Q2 2026 in Review

Charles Schwab increased its Andersen Group (ANDG) stake by 0.03% in Q2 2026, buying an estimated $106 and bringing the position to 10,007 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #3292.

Charles Schwab first reported a position in ANDG in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • Charles Schwab held 10,007 shares of Andersen Group worth $377K as of Q2 2026.
  • Charles Schwab bought 3 Andersen Group shares in Q2 2026, an estimated $106.
  • Andersen Group made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3292 holding.
  • Charles Schwab first reported a position in Andersen Group in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.