JGC
ANDG

J. Goldman & Co’s Andersen Group ANDG Stock Holding History

J. Goldman & Co’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 		$30.2M Sell
800,605
-399,395
-33% -$14.1M 0.78% 25
2026
Q1 		$32.6M Buy
1,200,000
+40,000
+3% +$934K 0.95% 9
2025
Q4 		$30.1M Buy
+1,160,000
New +$29.2M 0.79% 26

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

J. Goldman & Co's ANDG Position: Q2 2026 in Review

J. Goldman & Co reduced its Andersen Group (ANDG) stake by 33% in Q2 2026, selling an estimated $14.1M and leaving 800,605 shares worth $30.2M. The position accounts for 0.78% of the portfolio, ranked #25.

J. Goldman & Co first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.6M in Q1 2026. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • J. Goldman & Co held 800,605 shares of Andersen Group worth $30.2M as of Q2 2026.
  • J. Goldman & Co sold 399,395 Andersen Group shares in Q2 2026, an estimated $14.1M.
  • Andersen Group made up 0.78% of J. Goldman & Co's portfolio in Q2 2026, its #25 holding.
  • J. Goldman & Co first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
  • J. Goldman & Co's Andersen Group position peaked at $32.6M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.