EP
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Essential Partners’s Macy's M Stock Holding History

Essential 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 		$1.04K Sell
44
-1,127
-96% -$23.6K ﹤0.01% 2234
2026
Q1 		$21.2K Sell
1,171
-1,276
-52% -$25.8K 0.01% 901
2025
Q4 		$54K Buy
2,447
+1,333
+120% +$27.3K 0.02% 589
2025
Q3 		$20K Hold
1,114
– – 0.01% 890
2025
Q2 		$13K Buy
+1,114
New +$12.9K 0.01% 779

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Essential Partners's M Position: Q2 2026 in Review

Essential Partners reduced its Macy's (M) stake by 96% in Q2 2026, selling an estimated $23.6K and leaving 44 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Essential Partners first reported a position in M in Q2 2025 and has held it in 5 quarters since. The position peaked at $54K in Q4 2025. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Essential Partners held 44 shares of Macy's worth $1.04K as of Q2 2026.
  • Essential Partners sold 1,127 Macy's shares in Q2 2026, an estimated $23.6K.
  • Macy's made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2234 holding.
  • Essential Partners first reported a position in Macy's in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Macy's position peaked at $54K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.