EWA
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EverSource Wealth Advisors’s Macy's M Stock Holding History

EverSource Wealth 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
Q2 		$44.6K Sell
1,892
-942
-33% -$19.7K ﹤0.01% 1855
2026
Q1 		$51.3K Sell
2,834
-265
-9% -$5.36K ﹤0.01% 1859
2025
Q4 		$68.3K Buy
3,099
+1,170
+61% +$24K ﹤0.01% 1529
2025
Q3 		$34.6K Sell
1,929
-48
-2% -$680 ﹤0.01% 1971
2025
Q2 		$23.1K Sell
1,977
-1,258
-39% -$14.6K ﹤0.01% 2188
2025
Q1 		$40.6K Buy
3,235
+702
+28% +$10.2K ﹤0.01% 1335
2024
Q4 		$42.9K Sell
2,533
-256
-9% -$4.08K ﹤0.01% 1258
2024
Q3 		$43.8K Sell
2,789
-3,456
-55% -$56.1K ﹤0.01% 1125
2024
Q2 		$108K Sell
6,245
-209
-3% -$3.99K 0.01% 764
2024
Q1 		$119K Buy
6,454
+62
+1% +$1.2K 0.01% 648
2023
Q4 		$129K Sell
6,392
-830
-11% -$12K 0.01% 557
2023
Q3 		$83.8K Buy
7,222
+6,862
+1,906% +$96.1K 0.01% 634
2023
Q2 		$5.78K Sell
360
-239
-40% -$3.82K ﹤0.01% 1671
2023
Q1 		$10.5K Sell
599
-271
-31% -$5.73K ﹤0.01% 1333
2022
Q4 		$18K Sell
870
-292
-25% -$5.98K ﹤0.01% 1097
2022
Q3 		$18K Sell
1,162
-523
-31% -$9.26K ﹤0.01% 935
2022
Q2 		$31K Sell
1,685
-332
-16% -$7.51K 0.01% 722
2022
Q1 		$49K Sell
2,017
-99
-5% -$2.54K 0.01% 468
2021
Q4 		$56K Buy
+2,116
New +$57.7K 0.02% 407

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 $3.37T AUM 44.26% 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

EverSource Wealth Advisors's M Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Macy's (M) stake by 33% in Q2 2026, selling an estimated $19.7K and leaving 1,892 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

EverSource Wealth Advisors first reported a position in M in Q4 2021 and has held it in 19 quarters since. The position peaked at $129K in Q4 2023. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • EverSource Wealth Advisors held 1,892 shares of Macy's worth $44.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 942 Macy's shares in Q2 2026, an estimated $19.7K.
  • Macy's made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1855 holding.
  • EverSource Wealth Advisors first reported a position in Macy's in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Macy's position peaked at $129K in Q4 2023.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.