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Avantax Advisory Services’s Macy's M Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$134K Buy
+11,459
New +$133K ﹤0.01% 2258
2020
Q4 		– Sell
-19,718
Closed -$114K – 1174
2020
Q3 		$114K Buy
+19,718
New +$131K ﹤0.01% 1290

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Avantax Advisory Services's M Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Macy's (M) in Q2 2025: 11,459 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #2258 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in M as recently as Q3 2020.

Avantax Advisory Services first reported a position in M in Q3 2020 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold M as of Q2 2025.

  • Avantax Advisory Services held 11,459 shares of Macy's worth $134K as of Q2 2025.
  • Macy's was a new Avantax Advisory Services position in Q2 2025.
  • Macy's made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2258 holding.
  • Avantax Advisory Services first reported a position in Macy's in Q3 2020 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Macy's as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.