IMA Advisory Services
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
Q2 		$15.5K Buy
308
+236
+328% +$11.9K ﹤0.01% 670
2026
Q1 		$3.31K Sell
72
-15
-17% -$690 ﹤0.01% 507
2025
Q4 		$4.18K Buy
+87
New +$4.18K ﹤0.01% 476

Other funds holding AXA

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Ramirez Asset Management
Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return
Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Ativo Capital Management
Ativo Capital Management Chicago, Illinois $131M AUM 19.64% 1-Year Est. Return
Carret Asset Management
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
RNC Capital Management
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Atlas Capital Advisors
Atlas Capital Advisors Jackson, Wyoming $914M AUM

IMA Advisory Services's AXA Position: Q2 2026 in Review

IMA Advisory Services increased its AXA ADS (1 ORD SHS) (AXA) stake by 328% in Q2 2026, buying an estimated $11.9K and bringing the position to 308 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

IMA Advisory Services first reported a position in AXA in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold AXA as of Q2 2026.

  • IMA Advisory Services held 308 shares of AXA ADS (1 ORD SHS) worth $15.5K as of Q2 2026.
  • IMA Advisory Services bought 236 AXA ADS (1 ORD SHS) shares in Q2 2026, an estimated $11.9K.
  • AXA ADS (1 ORD SHS) made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #670 holding.
  • IMA Advisory Services first reported a position in AXA ADS (1 ORD SHS) in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.