IMA Advisory Services’s GCM Grosvenor GCMG Stock Holding History

IMA Advisory Services’s Portfolio GCMG Stock Details GCMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.88K	Sell	192 -26	-12%	-$288	﹤0.01%	663
2025 Q4	$2.47K	Buy	+218	New	+$2.49K	﹤0.01%	616

Other funds holding GCMG

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

IMA Advisory Services reduced its GCM Grosvenor (GCMG) stake by 12% in Q1 2026, selling an estimated $288 and leaving 192 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

IMA Advisory Services first reported a position in GCMG in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.47K in Q4 2025. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

IMA Advisory Services held 192 shares of GCM Grosvenor worth $1.88K as of Q1 2026.
IMA Advisory Services sold 26 GCM Grosvenor shares in Q1 2026, an estimated $288.
GCM Grosvenor made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #663 holding.
IMA Advisory Services first reported a position in GCM Grosvenor in Q4 2025 and has held it in 2 quarters since.
IMA Advisory Services's GCM Grosvenor position peaked at $2.47K in Q4 2025.
147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

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