IAS
SI

IMA Advisory Services’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

IMA Advisory Services’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.39K Sell
36
-22
-38% -$2.68K ﹤0.01% 436
2025
Q4 		$8.12K Buy
+58
New +$8.12K ﹤0.01% 355

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

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

IMA Advisory Services reduced its SIEMENS AKTIENGESELLSCHAFT ADS (SI) stake by 38% in Q1 2026, selling an estimated $2.68K and leaving 36 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

IMA Advisory Services first reported a position in SI in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.12K in Q4 2025. 50 funds tracked by Wall St. Rank hold SI as of Q1 2026.

  • IMA Advisory Services held 36 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $4.39K as of Q1 2026.
  • IMA Advisory Services sold 22 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2026, an estimated $2.68K.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #436 holding.
  • IMA Advisory Services first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2025 and has held it in 2 quarters since.
  • IMA Advisory Services's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $8.12K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2026.

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