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United Capital Financial Advisors’s Macy's M Stock Holding History

United Capital Financial 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
Q2 		$236K Sell
10,010
-3,661
-27% -$76.6K ﹤0.01% 1478
2026
Q1 		$247K Buy
+13,671
New +$277K ﹤0.01% 1457
2020
Q3 		– Sell
-91,603
Closed -$630K – 1203
2020
Q2 		$630K Buy
91,603
+29,150
+47% +$179K ﹤0.01% 787
2020
Q1 		$307K Buy
62,453
+8,261
+15% +$112K ﹤0.01% 965
2019
Q4 		$921K Buy
54,192
+17,108
+46% +$268K 0.01% 807
2019
Q3 		$576K Sell
37,084
-2,967
-7% -$54.9K ﹤0.01% 910
2019
Q2 		$859K Buy
40,051
+6,778
+20% +$154K 0.01% 865
2019
Q1 		$800K Buy
33,273
+16,713
+101% +$422K 0.01% 837
2018
Q4 		$493K Sell
16,560
-3,262
-16% -$107K ﹤0.01% 923
2018
Q3 		$688K Sell
19,822
-1,106
-5% -$41.2K ﹤0.01% 881
2018
Q2 		$783K Sell
20,928
-3,178
-13% -$107K 0.01% 826
2018
Q1 		$717K Sell
24,106
-2,811
-10% -$76K 0.01% 859
2017
Q4 		$678K Sell
26,917
-11,185
-29% -$245K 0.01% 883
2017
Q3 		$831K Buy
38,102
+18,844
+98% +$414K 0.01% 822
2017
Q2 		$448K Buy
19,258
+1,238
+7% +$31.7K ﹤0.01% 953
2017
Q1 		$534K Sell
18,020
-4,030
-18% -$125K 0.01% 899
2016
Q4 		$790K Buy
22,050
+7,872
+56% +$306K 0.01% 810
2016
Q3 		$525K Sell
14,178
-12,126
-46% -$439K 0.01% 956
2016
Q2 		$894K Sell
26,304
-31,005
-54% -$1.11M 0.01% 768
2016
Q1 		$2.53M Sell
57,309
-22,898
-29% -$946K 0.03% 476
2015
Q4 		$2.81M Sell
80,207
-116,508
-59% -$5.05M 0.03% 472
2015
Q3 		$10.1M Buy
196,715
+41,948
+27% +$2.63M 0.12% 189
2015
Q2 		$10.4M Sell
154,767
-43,664
-22% -$2.95M 0.12% 204
2015
Q1 		$12.8M Buy
198,431
+191,589
+2,800% +$12.3M 0.16% 159
2014
Q4 		$450K Buy
6,842
+743
+12% +$44.9K 0.01% 850
2014
Q3 		$355K Buy
+6,099
New +$362K 0.01% 892
2013
Q3 		– Sell
-9,664
Closed -$464K – 722
2013
Q2 		$464K Buy
+9,664
New +$449K 0.01% 518

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

United Capital Financial Advisors's M Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Macy's (M) stake by 27% in Q2 2026, selling an estimated $76.6K and leaving 10,010 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

United Capital Financial Advisors first reported a position in M in Q2 2013 and has held it in 27 quarters since. The position peaked at $12.8M in Q1 2015. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • United Capital Financial Advisors held 10,010 shares of Macy's worth $236K as of Q2 2026.
  • United Capital Financial Advisors sold 3,661 Macy's shares in Q2 2026, an estimated $76.6K.
  • Macy's made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1478 holding.
  • United Capital Financial Advisors first reported a position in Macy's in Q2 2013 and has held it in 27 quarters since.
  • United Capital Financial Advisors's Macy's position peaked at $12.8M in Q1 2015.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.