Envestnet Asset Management
M icon

Envestnet Asset Management’s Macy's M Stock Holding History

Envestnet Asset Management’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 		$2M Buy
84,818
+51,177
+152% +$1.07M ﹤0.01% 3159
2026
Q1 		$609K Sell
33,641
-5,746
-15% -$116K ﹤0.01% 3791
2025
Q4 		$868K Buy
39,387
+6,250
+19% +$128K ﹤0.01% 3357
2025
Q3 		$594K Buy
+33,137
New +$469K ﹤0.01% 3630
2024
Q4 		– Sell
-41,960
Closed -$658K – 4353
2024
Q3 		$658K Buy
41,960
+25,158
+150% +$409K ﹤0.01% 3371
2024
Q2 		$323K Buy
16,802
+1,634
+11% +$31.2K ﹤0.01% 3690
2024
Q1 		$303K Sell
15,168
-207
-1% -$4K ﹤0.01% 3720
2023
Q4 		$309K Buy
+15,375
New +$222K ﹤0.01% 3606
2023
Q3 		– Sell
-67,665
Closed -$1.09M – 4107
2023
Q2 		$1.09M Sell
67,665
-236,664
-78% -$3.78M ﹤0.01% 2691
2023
Q1 		$465K Buy
304,329
+263,153
+639% +$5.57M ﹤0.01% 3189
2022
Q4 		$850K Sell
41,176
-661
-2% -$13.5K ﹤0.01% 2768
2022
Q3 		$656K Sell
41,837
-5,298
-11% -$93.8K ﹤0.01% 2855
2022
Q2 		$864K Buy
47,135
+10,943
+30% +$248K ﹤0.01% 2709
2022
Q1 		$882K Buy
36,192
+3,228
+10% +$82.7K ﹤0.01% 2760
2021
Q4 		$863K Buy
32,964
+21,873
+197% +$597K ﹤0.01% 2718
2021
Q3 		$251K Sell
11,091
-2,249
-17% -$45K ﹤0.01% 3399
2021
Q2 		$253K Buy
+13,340
New +$237K ﹤0.01% 3384
2020
Q3 		– Sell
-12,340
Closed -$85K – 3146
2020
Q2 		$85K Sell
12,340
-120,415
-91% -$741K ﹤0.01% 2998
2020
Q1 		$652K Sell
132,755
-58,582
-31% -$794K ﹤0.01% 2061
2019
Q4 		$3.25M Sell
191,337
-44,784
-19% -$701K ﹤0.01% 1346
2019
Q3 		$3.67M Sell
236,121
-108,925
-32% -$2.02M ﹤0.01% 1220
2019
Q2 		$7.41M Buy
345,046
+128,608
+59% +$2.92M 0.01% 851
2019
Q1 		$5.2M Sell
216,438
-370,040
-63% -$9.34M 0.01% 977
2018
Q4 		$17.5M Buy
+586,478
New +$19.3M 0.03% 408
2018
Q3 		– Sell
-21,425
Closed -$803K – 2029
2018
Q2 		$803K Buy
21,425
+9,239
+76% +$310K ﹤0.01% 1134
2018
Q1 		$375K Buy
12,186
+417
+4% +$11.3K ﹤0.01% 1320
2017
Q4 		$297K Sell
11,769
-12,238
-51% -$268K ﹤0.01% 1689
2017
Q3 		$523K Buy
24,007
+12,347
+106% +$271K ﹤0.01% 1440
2017
Q2 		$271K Sell
11,660
-14,112
-55% -$362K ﹤0.01% 1762
2017
Q1 		$761K Sell
25,772
-12,659
-33% -$391K ﹤0.01% 1338
2016
Q4 		$1.37M Sell
38,431
-2,675
-7% -$104K 0.01% 1075
2016
Q3 		$1.52M Sell
41,106
-10,291
-20% -$373K 0.01% 1063
2016
Q2 		$1.73M Sell
51,397
-16,975
-25% -$608K 0.01% 1087
2016
Q1 		$3.02M Sell
68,372
-13,765
-17% -$569K 0.01% 788
2015
Q4 		$2.87M Sell
82,137
-78,721
-49% -$3.41M 0.01% 791
2015
Q3 		$8.26M Buy
160,858
+29,981
+23% +$1.88M 0.04% 384
2015
Q2 		$8.83M Sell
130,877
-30,988
-19% -$2.09M 0.04% 412
2015
Q1 		$10.5M Buy
161,865
+134,872
+500% +$8.68M 0.05% 341
2014
Q4 		$1.77M Sell
26,993
-10,043
-27% -$608K 0.02% 416
2014
Q3 		$2.15M Sell
37,036
-796
-2% -$47.2K 0.02% 377
2014
Q2 		$2.19M Buy
37,832
+15,491
+69% +$899K 0.02% 358
2014
Q1 		$1.32M Buy
22,341
+2,788
+14% +$155K 0.01% 385
2013
Q4 		$1.04M Buy
19,553
+1,837
+10% +$89K 0.01% 431
2013
Q3 		$767K Sell
17,716
-18,166
-51% -$849K 0.01% 490
2013
Q2 		$1.72M Buy
+35,882
New +$1.67M 0.02% 302

Other funds holding M

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Envestnet Asset Management's M Position: Q2 2026 in Review

Envestnet Asset Management increased its Macy's (M) stake by 152% in Q2 2026, buying an estimated $1.07M and bringing the position to 84,818 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

Envestnet Asset Management first reported a position in M in Q2 2013 and has held it in 45 quarters since. The position peaked at $17.5M in Q4 2018. 195 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Envestnet Asset Management held 84,818 shares of Macy's worth $2M as of Q2 2026.
  • Envestnet Asset Management bought 51,177 Macy's shares in Q2 2026, an estimated $1.07M.
  • Macy's made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3159 holding.
  • Envestnet Asset Management first reported a position in Macy's in Q2 2013 and has held it in 45 quarters since.
  • Envestnet Asset Management's Macy's position peaked at $17.5M in Q4 2018.
  • 195 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.