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
Q2 		$868K Buy
23,005
+9,245
+67% +$326K ﹤0.01% 1897
2026
Q1 		$374K Hold
13,760
– – ﹤0.01% 2195
2025
Q4 		$357K Buy
+13,760
New +$346K ﹤0.01% 2055

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 46.92% 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

Corient Private Wealth's ANDG Position: Q2 2026 in Review

Corient Private Wealth increased its Andersen Group (ANDG) stake by 67% in Q2 2026, buying an estimated $326K and bringing the position to 23,005 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Corient Private Wealth first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • Corient Private Wealth held 23,005 shares of Andersen Group worth $868K as of Q2 2026.
  • Corient Private Wealth bought 9,245 Andersen Group shares in Q2 2026, an estimated $326K.
  • Andersen Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1897 holding.
  • Corient Private Wealth first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.