Position in ANDG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$375,004
-$26,184 QoQ
Shares Held
13,787
-10.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 66 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 78.95118589976065.ToString("F0")%
Shared 0.ToString("F0")%
None 21.048814100239355.ToString("F0")%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $823,945,115 across 12 Personal Services names. ANDG ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
5,466,561 | $291,969,016 | |
| 2 | SCI |
Service Corp International
|
3,464,763 | $285,877,586 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,072,567 | $88,089,918 | |
| 4 | FTDR |
Frontdoor, Inc.
|
1,608,767 | $85,039,417 | |
| 5 | HRB |
H&R Block Inc
|
1,988,035 | $63,100,226 | |
| 6 | CSV |
Carriage Services Inc
|
135,063 | $6,166,975 | |
| 7 | MED |
Medifast Inc
|
325,312 | $3,314,926 | |
| 8 | ANDG |
Andersen Group Inc.
This page
|
13,787 | $375,004 |
All Filings in ANDG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,004 | 13,787 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $401,188 | 15,472 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||