Henry Ellenbogen’s Andersen Group ANDG Stock Holding History

Henry Ellenbogen’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	$63M	Hold	1,670,485	–	–	0.61%	30
2026 Q1	$45.4M	Hold	1,670,485	–	–	0.47%	33
2025 Q4	$43.3M	Buy	+1,670,485	New	+$42M	0.41%	37

Other funds holding ANDG

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

SGM

Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return

Henry Ellenbogen's ANDG Position: Q2 2026 in Review

Henry Ellenbogen held its Andersen Group (ANDG) position steady in Q2 2026 at 1,670,485 shares worth $63M. The position accounts for 0.61% of the portfolio, ranked #30.

Henry Ellenbogen first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

Henry Ellenbogen held 1,670,485 shares of Andersen Group worth $63M as of Q2 2026.
Henry Ellenbogen left its Andersen Group share count unchanged in Q2 2026.
Andersen Group made up 0.61% of Henry Ellenbogen's portfolio in Q2 2026, its #30 holding.
Henry Ellenbogen first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.