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Montag & Associates’s Andersons Inc ANDE Stock Holding History

Montag & Associates’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
2026
Q2 		$17.1K Buy
+250
New +$18.2K ﹤0.01% 705

Other funds holding ANDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Montag & Associates's ANDE Position: Q2 2026 in Review

Montag & Associates opened a new position in Andersons Inc (ANDE) in Q2 2026: 250 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings.

301 funds tracked by Wall St. Rank hold ANDE as of Q2 2026.

  • Montag & Associates held 250 shares of Andersons Inc worth $17.1K as of Q2 2026.
  • Andersons Inc was a new Montag & Associates position in Q2 2026.
  • Andersons Inc made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #705 holding.
  • 301 funds tracked by Wall St. Rank held Andersons Inc as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.