Curio Wealth’s Macy's M Stock Holding History

Curio 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	–	Sell	-921	Closed	-$16.7K	–	697
2026 Q1	$16.7K	Buy	921 +14	+2%	+$283	0.01%	189
2025 Q4	$20.2K	Buy	+907	New	+$18.6K	0.01%	195
2025 Q3	–	Sell	-884	Closed	-$10.3K	–	332
2025 Q2	$10.3K	Buy	+884	New	+$10.2K	﹤0.01%	203

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 $3.38T AUM 44.17% 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

Curio Wealth's M Position: Q2 2026 in Review

Curio Wealth sold out of Macy's (M) in Q2 2026, closing a stake of 921 shares — an estimated $16.7K sold.

Curio Wealth first reported a position in M in Q2 2025 and held it in 3 quarters. The position peaked at $20.2K in Q4 2025. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

Curio Wealth reported no remaining Macy's position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 921 Macy's shares in Q2 2026, an estimated $16.7K.
Curio Wealth first reported a position in Macy's in Q2 2025 and held it in 3 quarters.
Curio Wealth's Macy's position peaked at $20.2K in Q4 2025.
490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.