Elevation Wealth Partners
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
Q3 		$10.5K Buy
461
+421
+1,053% +$9.8K ﹤0.01% 876
2026
Q2 		$942 Buy
40
+2
+5% +$42 ﹤0.01% 1261
2026
Q1 		$688 Sell
38
-13
-25% -$263 ﹤0.01% 1027
2025
Q4 		$1.12K Buy
51
+13
+34% +$266 ﹤0.01% 855
2025
Q3 		$682 Buy
+38
New +$538 ﹤0.01% 782

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Hennessy Advisors Inc
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Wealth Enhancement Advisory Services
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Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Elevation Wealth Partners's M Position: Q3 2026 in Review

Elevation Wealth Partners increased its Macy's (M) stake by 1,053% in Q3 2026, buying an estimated $9.8K and bringing the position to 461 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Elevation Wealth Partners first reported a position in M in Q3 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold M as of Q3 2026.

  • Elevation Wealth Partners held 461 shares of Macy's worth $10.5K as of Q3 2026.
  • Elevation Wealth Partners bought 421 Macy's shares in Q3 2026, an estimated $9.8K.
  • Macy's made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #876 holding.
  • Elevation Wealth Partners first reported a position in Macy's in Q3 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.