SS
ANDG

Steve Schonfeld’s Andersen Group ANDG Stock Holding History

Steve Schonfeld’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 		$333K Sell
8,833
-8,084
-48% -$285K ﹤0.01% 1994
2026
Q1 		$460K Sell
16,917
-53,475
-76% -$1.25M ﹤0.01% 1419
2025
Q4 		$1.83M Buy
+70,392
New +$1.77M 0.01% 906

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

Steve Schonfeld's ANDG Position: Q2 2026 in Review

Steve Schonfeld reduced its Andersen Group (ANDG) stake by 48% in Q2 2026, selling an estimated $285K and leaving 8,833 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Steve Schonfeld first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 86 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • Steve Schonfeld held 8,833 shares of Andersen Group worth $333K as of Q2 2026.
  • Steve Schonfeld sold 8,084 Andersen Group shares in Q2 2026, an estimated $285K.
  • Andersen Group made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1994 holding.
  • Steve Schonfeld first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
  • Steve Schonfeld's Andersen Group position peaked at $1.83M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.