Aventura Private Wealth’s Macy's M Stock Holding History

Aventura Private Wealth’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
2026 Q2	$141	Hold	6	–	–	﹤0.01%	966
2026 Q1	$109	Hold	6	–	–	﹤0.01%	888
2025 Q4	$132	Hold	6	–	–	﹤0.01%	842
2025 Q3	$108	Hold	6	–	–	﹤0.01%	791
2025 Q2	$70	Hold	6	–	–	﹤0.01%	775
2025 Q1	$75	Hold	6	–	–	﹤0.01%	771
2024 Q4	$102	Buy	+6	New	+$96	﹤0.01%	743

Other funds holding M

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Aventura Private Wealth's M Position: Q2 2026 in Review

Aventura Private Wealth held its Macy's (M) position steady in Q2 2026 at 6 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Aventura Private Wealth first reported a position in M in Q4 2024 and has held it in 7 quarters since. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

Aventura Private Wealth held 6 shares of Macy's worth $141 as of Q2 2026.
Aventura Private Wealth left its Macy's share count unchanged in Q2 2026.
Macy's made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #966 holding.
Aventura Private Wealth first reported a position in Macy's in Q4 2024 and has held it in 7 quarters since.
489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.