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EP Wealth Advisors’s Andersons Inc ANDE Stock Holding History

EP Wealth Advisors’s Portfolio ANDE Stock Details ANDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,847
Closed -$466K – 1422
2025
Q1 		$466K Buy
10,847
+4,290
+65% +$182K ﹤0.01% 736
2024
Q4 		$266K Buy
6,557
+1,513
+30% +$70.2K ﹤0.01% 927
2024
Q3 		$253K Buy
+5,044
New +$250K ﹤0.01% 929

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EP Wealth Advisors's ANDE Position: Q2 2025 in Review

EP Wealth Advisors sold out of Andersons Inc (ANDE) in Q2 2025, closing a stake of 10,847 shares — an estimated $466K sold.

EP Wealth Advisors first reported a position in ANDE in Q3 2024 and held it in 3 quarters. The position peaked at $466K in Q1 2025. 239 funds tracked by Wall St. Rank hold ANDE as of Q2 2025.

  • EP Wealth Advisors reported no remaining Andersons Inc position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 10,847 Andersons Inc shares in Q2 2025, an estimated $466K.
  • EP Wealth Advisors first reported a position in Andersons Inc in Q3 2024 and held it in 3 quarters.
  • EP Wealth Advisors's Andersons Inc position peaked at $466K in Q1 2025.
  • 239 funds tracked by Wall St. Rank held Andersons Inc as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.