Position in ANDG
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$867,748
+$493,476 QoQ
Shares Held
23,005
+67.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 87 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $30,853,903 across 6 Personal Services names. ANDG ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
438,422 | $18,299,733 | |
| 2 | HRB |
H&R Block Inc
|
204,524 | $7,788,273 | |
| 3 | SCI |
Service Corp International
|
31,097 | $2,362,128 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
15,314 | $1,085,456 | |
| 5 | ANDG |
Andersen Group Inc.
This page
|
23,005 | $867,748 | |
| 6 | FTDR |
Frontdoor, Inc.
|
5,807 | $450,565 |
All Filings in ANDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,748 | 23,005 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $374,272 | 13,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $356,796 | 13,760 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||