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Evolve Private Wealth’s Macy's M Stock Holding History

Evolve Private Wealth’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 		$599K Sell
25,228
-15,649
-38% -$328K 0.04% 446
2026
Q1 		$739K Buy
40,877
+19,785
+94% +$400K 0.04% 419
2025
Q4 		$469K Buy
+21,092
New +$432K 0.03% 554

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

Evolve Private Wealth's M Position: Q2 2026 in Review

Evolve Private Wealth reduced its Macy's (M) stake by 38% in Q2 2026, selling an estimated $328K and leaving 25,228 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #446.

Evolve Private Wealth first reported a position in M in Q4 2025 and has held it in 3 quarters since. The position peaked at $739K in Q1 2026. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Evolve Private Wealth held 25,228 shares of Macy's worth $599K as of Q2 2026.
  • Evolve Private Wealth sold 15,649 Macy's shares in Q2 2026, an estimated $328K.
  • Macy's made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #446 holding.
  • Evolve Private Wealth first reported a position in Macy's in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Macy's position peaked at $739K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.