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Root Financial Partners’s Macy's M Stock Holding History

Root Financial 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 		– Sell
-1,241
Closed -$22.4K – 2007
2026
Q1 		$22.4K Buy
1,241
+53
+4% +$1.07K ﹤0.01% 1251
2025
Q4 		$26.2K Buy
1,188
+187
+19% +$3.83K ﹤0.01% 1035
2025
Q3 		$17.9K Buy
+1,001
New +$14.2K ﹤0.01% 1167

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

Root Financial Partners's M Position: Q2 2026 in Review

Root Financial Partners sold out of Macy's (M) in Q2 2026, closing a stake of 1,241 shares — an estimated $22.4K sold.

Root Financial Partners first reported a position in M in Q3 2025 and held it in 3 quarters. The position peaked at $26.2K in Q4 2025. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Root Financial Partners reported no remaining Macy's position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,241 Macy's shares in Q2 2026, an estimated $22.4K.
  • Root Financial Partners first reported a position in Macy's in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Macy's position peaked at $26.2K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.