Focus Partners Wealth
M icon

Focus Partners Wealth’s Macy's M Stock Holding History

Focus Partners 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 		– Sell
-41,973
Closed -$760K – 2888
2026
Q1 		$760K Sell
41,973
-49,990
-54% -$1.01M ﹤0.01% 1728
2025
Q4 		$2.02M Buy
91,963
+58,473
+175% +$1.2M ﹤0.01% 1316
2025
Q3 		$601K Sell
33,490
-18,344
-35% -$260K ﹤0.01% 1534
2025
Q2 		$605K Sell
51,834
-6,363
-11% -$73.7K ﹤0.01% 1337
2025
Q1 		$731K Buy
58,197
+14,489
+33% +$210K ﹤0.01% 1185
2024
Q4 		$740K Sell
43,708
-21,324
-33% -$340K ﹤0.01% 1165
2024
Q3 		$1.02M Buy
+65,032
New +$1.06M ﹤0.01% 939

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

Focus Partners Wealth's M Position: Q2 2026 in Review

Focus Partners Wealth sold out of Macy's (M) in Q2 2026, closing a stake of 41,973 shares — an estimated $760K sold.

Focus Partners Wealth first reported a position in M in Q3 2024 and held it in 7 quarters. The position peaked at $2.02M in Q4 2025. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Focus Partners Wealth reported no remaining Macy's position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 41,973 Macy's shares in Q2 2026, an estimated $760K.
  • Focus Partners Wealth first reported a position in Macy's in Q3 2024 and held it in 7 quarters.
  • Focus Partners Wealth's Macy's position peaked at $2.02M in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

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