NRWA
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North Ridge Wealth Advisors’s Macy's M Stock Holding History

North Ridge 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
Q1 		$18.1K Hold
1,000
– – 0.01% 115
2025
Q4 		$22.1K Hold
1,000
– – 0.01% 101
2025
Q3 		$17.9K Hold
1,000
– – 0.01% 115
2025
Q2 		$11.7K Buy
+1,000
New +$11.6K 0.01% 116

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

North Ridge Wealth Advisors's M Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Macy's (M) position steady in Q1 2026 at 1,000 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #115.

North Ridge Wealth Advisors first reported a position in M in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.1K in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • North Ridge Wealth Advisors held 1,000 shares of Macy's worth $18.1K as of Q1 2026.
  • North Ridge Wealth Advisors left its Macy's share count unchanged in Q1 2026.
  • Macy's made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #115 holding.
  • North Ridge Wealth Advisors first reported a position in Macy's in Q2 2025 and has held it in 4 quarters since.
  • North Ridge Wealth Advisors's Macy's position peaked at $22.1K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.