Cerity Partners
M icon

Cerity Partners’s Macy's M Stock Holding History

Cerity Partners’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
Q1 		$842K Sell
46,521
-30,593
-40% -$619K ﹤0.01% 1955
2025
Q4 		$1.7M Buy
77,114
+66,582
+632% +$1.36M ﹤0.01% 1440
2025
Q3 		$189K Sell
10,532
-3,237
-24% -$45.8K ﹤0.01% 2516
2025
Q2 		$161K Buy
+13,769
New +$160K ﹤0.01% 2406
2025
Q1 		– Sell
-12,902
Closed -$205K – 2555
2024
Q4 		$205K Sell
12,902
-3,663
-22% -$58.4K ﹤0.01% 2233
2024
Q3 		$260K Buy
16,565
+1,775
+12% +$28.8K ﹤0.01% 2161
2024
Q2 		$284K Sell
14,790
-5,046
-25% -$96.4K ﹤0.01% 1852
2024
Q1 		$397K Buy
+19,836
New +$383K ﹤0.01% 1719

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cerity Partners's M Position: Q1 2026 in Review

Cerity Partners reduced its Macy's (M) stake by 40% in Q1 2026, selling an estimated $619K and leaving 46,521 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Cerity Partners first reported a position in M in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Cerity Partners held 46,521 shares of Macy's worth $842K as of Q1 2026.
  • Cerity Partners sold 30,593 Macy's shares in Q1 2026, an estimated $619K.
  • Macy's made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1955 holding.
  • Cerity Partners first reported a position in Macy's in Q1 2024 and has held it in 8 quarters since.
  • Cerity Partners's Macy's position peaked at $1.7M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.