Advisornet Financial’s Macy's M Stock Holding History

Advisornet Financial’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-900	Closed	-$17K	–	1955
2021 Q2	$17K	Sell	900 -1,000	-53%	-$17.8K	﹤0.01%	1278
2021 Q1	$30K	Sell	1,900 -3,600	-65%	-$55K	﹤0.01%	1079
2020 Q4	$61K	Sell	5,500 -1,000	-15%	-$8.56K	﹤0.01%	816
2020 Q3	$38K	Buy	6,500 +3,000	+86%	+$20K	﹤0.01%	927
2020 Q2	$24K	Buy	+3,500	New	+$21.5K	﹤0.01%	1058

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Advisornet Financial's M Position: Q2 2026 in Review

Advisornet Financial reduced its Macy's (M) stake by 7.7% in Q2 2026, selling an estimated $817 and leaving 469 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Advisornet Financial first reported a position in M in Q4 2017 and has held it in 34 quarters since. The position peaked at $45K in Q1 2022. 219 funds tracked by Wall St. Rank hold M as of Q2 2026.

Advisornet Financial held 469 shares of Macy's worth $11.1K as of Q2 2026.
Advisornet Financial sold 39 Macy's shares in Q2 2026, an estimated $817.
Macy's made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1555 holding.
Advisornet Financial first reported a position in Macy's in Q4 2017 and has held it in 34 quarters since.
Advisornet Financial's Macy's position peaked at $45K in Q1 2022.
219 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.