Position in ANDG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,591,691
+$4,216,687 QoQ
Shares Held
121,731
+782.9% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 86 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $843,457,618 across 9 Personal Services names. ANDG ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
6,455,516 | $269,453,232 | |
| 2 | SCI |
Service Corp International
|
3,370,847 | $256,049,529 | |
| 3 | FTDR |
Frontdoor, Inc.
|
1,515,164 | $117,561,568 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,440,461 | $102,099,865 | |
| 5 | HRB |
H&R Block Inc
|
2,185,522 | $83,224,673 | |
| 6 | CSV |
Carriage Services Inc
|
191,346 | $7,336,202 | |
| 7 | ANDG |
Andersen Group Inc.
This page
|
121,731 | $4,591,691 | |
| 8 | MED |
Medifast Inc
|
292,508 | $3,103,506 |
All Filings in ANDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,591,691 | 121,731 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||