IAS
AXA

IMA Advisory Services’s AXA ADS (1 ORD SHS) AXA Stock Holding History

IMA Advisory Services’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.31K Sell
72
-15
-17% -$690 ﹤0.01% 507
2025
Q4 		$4.17K Buy
+87
New +$4.17K ﹤0.01% 476

Other funds holding AXA

FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

IMA Advisory Services's AXA Position: Q1 2026 in Review

IMA Advisory Services reduced its AXA ADS (1 ORD SHS) (AXA) stake by 17% in Q1 2026, selling an estimated $690 and leaving 72 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

IMA Advisory Services first reported a position in AXA in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.17K in Q4 2025. 20 funds tracked by Wall St. Rank hold AXA as of Q1 2026.

  • IMA Advisory Services held 72 shares of AXA ADS (1 ORD SHS) worth $3.31K as of Q1 2026.
  • IMA Advisory Services sold 15 AXA ADS (1 ORD SHS) shares in Q1 2026, an estimated $690.
  • AXA ADS (1 ORD SHS) made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #507 holding.
  • IMA Advisory Services first reported a position in AXA ADS (1 ORD SHS) in Q4 2025 and has held it in 2 quarters since.
  • IMA Advisory Services's AXA ADS (1 ORD SHS) position peaked at $4.17K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.