CVA Family Office’s Macy's M Stock Holding History

CVA Family Office’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	$12.6K	Buy	533 +21	+4%	+$440	﹤0.01%	961
2026 Q1	$9.26K	Buy	512 +467	+1,038%	+$9.45K	﹤0.01%	1019
2025 Q4	$992	Hold	45	–	–	﹤0.01%	1107
2025 Q3	$807	Hold	45	–	–	﹤0.01%	1162
2025 Q2	$525	Buy	+45	New	+$522	﹤0.01%	1221
2025 Q1	–	Sell	-31	Closed	-$525	–	1437
2024 Q4	$525	Buy	+31	New	+$494	﹤0.01%	1220
2023 Q2	–	Sell	-270	Closed	-$4.72K	–	1048
2023 Q1	$4.72K	Sell	270 -455	-63%	-$9.63K	﹤0.01%	780
2022 Q4	$15K	Buy	725 +455	+169%	+$9.32K	﹤0.01%	612
2022 Q3	$4K	Buy	+270	New	+$4.78K	﹤0.01%	746

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

CVA Family Office's M Position: Q2 2026 in Review

CVA Family Office increased its Macy's (M) stake by 4.1% in Q2 2026, buying an estimated $440 and bringing the position to 533 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

CVA Family Office first reported a position in M in Q3 2022 and has held it in 9 quarters since. The position peaked at $15K in Q4 2022. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

CVA Family Office held 533 shares of Macy's worth $12.6K as of Q2 2026.
CVA Family Office bought 21 Macy's shares in Q2 2026, an estimated $440.
Macy's made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #961 holding.
CVA Family Office first reported a position in Macy's in Q3 2022 and has held it in 9 quarters since.
CVA Family Office's Macy's position peaked at $15K in Q4 2022.
490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.