Elevated Capital Advisors
M icon

Elevated Capital Advisors’s Macy's M Stock Holding History

Elevated Capital Advisors’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
Q3 		$10.5K Hold
462
– – ﹤0.01% 469
2026
Q2 		$10.9K Hold
462
– – ﹤0.01% 484
2026
Q1 		$8.36K Hold
462
– – ﹤0.01% 482
2025
Q4 		$10.2K Buy
+462
New +$9.46K ﹤0.01% 447

Other funds holding M

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Elevated Capital Advisors's M Position: Q3 2026 in Review

Elevated Capital Advisors held its Macy's (M) position steady in Q3 2026 at 462 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Elevated Capital Advisors first reported a position in M in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q2 2026. 186 funds tracked by Wall St. Rank hold M as of Q3 2026.

  • Elevated Capital Advisors held 462 shares of Macy's worth $10.5K as of Q3 2026.
  • Elevated Capital Advisors left its Macy's share count unchanged in Q3 2026.
  • Macy's made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #469 holding.
  • Elevated Capital Advisors first reported a position in Macy's in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Macy's position peaked at $10.9K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.