LIA
ANDG

Limestone Investment Advisors’s Andersen Group ANDG Stock Holding History

Limestone Investment Advisors’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
Q1 		$637K Sell
23,405
-26,595
-53% -$621K 0.05% 190
2025
Q4 		$1.3M Buy
+50,000
New +$1.26M 0.12% 129

Other funds holding ANDG

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return

Limestone Investment Advisors's ANDG Position: Q1 2026 in Review

Limestone Investment Advisors reduced its Andersen Group (ANDG) stake by 53% in Q1 2026, selling an estimated $621K and leaving 23,405 shares worth $637K. The position accounts for 0.05% of the portfolio, ranked #190.

Limestone Investment Advisors first reported a position in ANDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2025. 66 funds tracked by Wall St. Rank hold ANDG as of Q1 2026.

  • Limestone Investment Advisors held 23,405 shares of Andersen Group worth $637K as of Q1 2026.
  • Limestone Investment Advisors sold 26,595 Andersen Group shares in Q1 2026, an estimated $621K.
  • Andersen Group made up 0.05% of Limestone Investment Advisors's portfolio in Q1 2026, its #190 holding.
  • Limestone Investment Advisors first reported a position in Andersen Group in Q4 2025 and has held it in 2 quarters since.
  • Limestone Investment Advisors's Andersen Group position peaked at $1.3M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Andersen Group as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.