SageView Advisory Group’s Macy's M Stock Holding History

SageView Advisory Group’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	–	Sell	-270	Closed	-$5.95K	–	1661
2025 Q4	$5.95K	Buy	+270	New	+$5.53K	﹤0.01%	1909

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's M Position: Q1 2026 in Review

SageView Advisory Group sold out of Macy's (M) in Q1 2026, closing a stake of 270 shares — an estimated $5.95K sold.

SageView Advisory Group first reported a position in M in Q4 2025 and held it in 1 quarter. The position peaked at $5.95K in Q4 2025. 479 funds tracked by Wall St. Rank hold M as of Q1 2026.

SageView Advisory Group reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 270 Macy's shares in Q1 2026, an estimated $5.95K.
SageView Advisory Group first reported a position in Macy's in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Macy's position peaked at $5.95K in Q4 2025.
479 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.