UCFA
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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
2020
Q1 		– Sell
-100
Closed -$170K – 1298
2019
Q4 		$170K Buy
+100
New +$1.56K ﹤0.01% 1304

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's M Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Macy's (M) in Q1 2026: 13,671 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in M as recently as Q2 2020.

United Capital Financial Advisors first reported a position in M in Q2 2013 and has held it in 26 quarters since. The position peaked at $12.8M in Q1 2015. 478 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • United Capital Financial Advisors held 13,671 shares of Macy's worth $247K as of Q1 2026.
  • Macy's was a new United Capital Financial Advisors position in Q1 2026.
  • Macy's made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1457 holding.
  • United Capital Financial Advisors first reported a position in Macy's in Q2 2013 and has held it in 26 quarters since.
  • United Capital Financial Advisors's Macy's position peaked at $12.8M in Q1 2015.
  • 478 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.