Envestnet Asset Management
ANDG

Envestnet Asset Management’s Andersen Group ANDG Stock Holding History

Envestnet 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
Q2 		$2.13M Buy
+56,507
New +$1.99M ﹤0.01% 3111

Other funds holding ANDG

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

Envestnet Asset Management's ANDG Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Andersen Group (ANDG) in Q2 2026: 56,507 shares worth $2.13M. The stake represents ﹤0.01% of the portfolio and ranks #3111 among its holdings.

11 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • Envestnet Asset Management held 56,507 shares of Andersen Group worth $2.13M as of Q2 2026.
  • Andersen Group was a new Envestnet Asset Management position in Q2 2026.
  • Andersen Group made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3111 holding.
  • 11 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.