TWD
M icon

True Wealth Design’s Macy's M Stock Holding History

True Wealth Design’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 		$5.39K Sell
298
-276
-48% -$5.59K ﹤0.01% 1183
2025
Q4 		$12.7K Buy
574
+377
+191% +$7.72K ﹤0.01% 774
2025
Q3 		$3.53K Buy
197
+95
+93% +$1.34K ﹤0.01% 1220
2025
Q2 		$1.19K Sell
102
-2,266
-96% -$26.3K ﹤0.01% 1403
2025
Q1 		$29.7K Buy
2,368
+2,334
+6,865% +$33.9K 0.01% 278
2024
Q4 		$576 Buy
+34
New +$542 ﹤0.01% 1065

Other funds holding M

BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return