Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
KKR & Co. Inc.KKR118$10.83K
Korn FerryKFY118$7.86K
Norwegian Cruise Line Holdings Ltd.NCLH124$2.62K
Macy's, Inc.M125$2.97K
Rockwell Automation, Inc.ROK125$61.88K
UBS Group AGUBS126$6.25K
QuantumScape CorporationQS126$953
The Hershey CompanyHSY126$22.11K
Versant Media Group, Inc. Class AVSNT126$4.54K
CarGurus, Inc.CARG127$4.33K
Unilever PLCUL130$7.82K
Novo Nordisk A/SNVO131$6.28K
Alibaba Group Holding LimitedBABA131$12.66K
ASE Technology Holding Co., Ltd.ASX132$5.96K
Honda Motor Co., Ltd.HMC133$3.61K
Dynatrace, Inc.DT133$5.84K
Nu Holdings Ltd.NU133$1.78K
General Dynamics CorporationGD134$47.47K
Permian Resources CorporationPR135$2.48K
Vitesse Energy, Inc.VTS136$2.15K