Covalis Capital’s Andersen Group ANDG Stock Holding History

Covalis Capital’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	–	Sell	-10,000	Closed	-$272K	–	168
2026 Q1	$272K	Sell	10,000 -2,000	-17%	-$46.7K	0.02%	119
2025 Q4	$311K	Buy	+12,000	New	+$302K	0.02%	75

Other funds holding ANDG

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Covalis Capital's ANDG Position: Q2 2026 in Review

Covalis Capital sold out of Andersen Group (ANDG) in Q2 2026, closing a stake of 10,000 shares — an estimated $272K sold.

Covalis Capital first reported a position in ANDG in Q4 2025 and held it in 2 quarters. The position peaked at $311K in Q4 2025. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

Covalis Capital reported no remaining Andersen Group position as of Q2 2026 after selling out during the quarter.
Covalis Capital sold 10,000 Andersen Group shares in Q2 2026, an estimated $272K.
Covalis Capital first reported a position in Andersen Group in Q4 2025 and held it in 2 quarters.
Covalis Capital's Andersen Group position peaked at $311K in Q4 2025.
87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Covalis Capital's 13F filing for Q2 2026, filed 13 Aug 2026.