Corient Private Wealth
ANDG

Corient Private Wealth’s Andersen Group ANDG Stock Holding History

Corient Private Wealth’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 		$374K Sell
13,760
-13,760
-50% -$321K ﹤0.01% 2195
2025
Q4 		$714K Buy
+27,520
New +$692K ﹤0.01% 2087

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 33.8% 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

Corient Private Wealth's ANDG Position: Q1 2026 in Review

Corient Private Wealth reduced its Andersen Group (ANDG) stake by 50% in Q1 2026, selling an estimated $321K and leaving 13,760 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Corient Private Wealth first reported a position in ANDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $714K in Q4 2025. 66 funds tracked by Wall St. Rank hold ANDG as of Q1 2026.

  • Corient Private Wealth held 13,760 shares of Andersen Group worth $374K as of Q1 2026.
  • Corient Private Wealth sold 13,760 Andersen Group shares in Q1 2026, an estimated $321K.
  • Andersen Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2195 holding.
  • Corient Private Wealth first reported a position in Andersen Group in Q4 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's Andersen Group position peaked at $714K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Andersen Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.