Position in ANDG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,131,444
New position
Shares Held
56,507
first reported quarter
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 86 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $98,195,248 across 6 Personal Services names. ANDG ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
1,194,426 | $49,855,341 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
240,815 | $17,068,967 | |
| 3 | SCI |
Service Corp International
|
200,372 | $15,220,257 | |
| 4 | FTDR |
Frontdoor, Inc.
|
153,818 | $11,934,738 | |
| 5 | ANDG |
Andersen Group Inc.
This page
|
56,507 | $2,131,444 | |
| 6 | HRB |
H&R Block Inc
|
52,114 | $1,984,501 |
All Filings in ANDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,131,444 | 56,507 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||