EWP
M icon

Elevation Wealth Partners’s Macy's M Stock Holding History

Elevation Wealth 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
Q2 		$942 Buy
40
+2
+5% +$42 ﹤0.01% 1261
2026
Q1 		$688 Sell
38
-13
-25% -$263 ﹤0.01% 1027
2025
Q4 		$1.13K Buy
51
+13
+34% +$266 ﹤0.01% 855
2025
Q3 		$682 Buy
+38
New +$538 ﹤0.01% 782

Other funds holding M

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's M Position: Q2 2026 in Review

Elevation Wealth Partners increased its Macy's (M) stake by 5.3% in Q2 2026, buying an estimated $42 and bringing the position to 40 shares worth $942. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Elevation Wealth Partners first reported a position in M in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13K in Q4 2025. 59 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Elevation Wealth Partners held 40 shares of Macy's worth $942 as of Q2 2026.
  • Elevation Wealth Partners bought 2 Macy's shares in Q2 2026, an estimated $42.
  • Macy's made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1261 holding.
  • Elevation Wealth Partners first reported a position in Macy's in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Macy's position peaked at $1.13K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.