Morgan Stanley
ANDG

Morgan Stanley’s Andersen Group ANDG Stock Holding History

Morgan Stanley’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 		$4.59M Buy
121,731
+107,944
+783% +$3.81M ﹤0.01% 4291
2026
Q1 		$375K Sell
13,787
-1,685
-11% -$39.4K ﹤0.01% 5609
2025
Q4 		$401K Buy
+15,472
New +$389K ﹤0.01% 5624

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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley's ANDG Position: Q2 2026 in Review

Morgan Stanley increased its Andersen Group (ANDG) stake by 783% in Q2 2026, buying an estimated $3.81M and bringing the position to 121,731 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #4291.

Morgan Stanley first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • Morgan Stanley held 121,731 shares of Andersen Group worth $4.59M as of Q2 2026.
  • Morgan Stanley bought 107,944 Andersen Group shares in Q2 2026, an estimated $3.81M.
  • Andersen Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4291 holding.
  • Morgan Stanley first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.