Wealth Enhancement Advisory Services
M icon

Wealth Enhancement Advisory Services’s Macy's M Stock Holding History

Wealth Enhancement Advisory Services’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 		$995K Buy
43,929
+8,540
+24% +$179K ﹤0.01% 2073
2026
Q1 		$631K Sell
35,389
-44,930
-56% -$909K ﹤0.01% 2145
2025
Q4 		$1.87M Buy
80,319
+52,246
+186% +$1.07M ﹤0.01% 1552
2025
Q3 		$499K Sell
28,073
-714
-2% -$10.1K ﹤0.01% 2375
2025
Q2 		$360K Sell
28,787
-36,358
-56% -$421K ﹤0.01% 2481
2025
Q1 		$818K Buy
65,145
+36,414
+127% +$528K ﹤0.01% 1711
2024
Q4 		$486K Buy
28,731
+5,332
+23% +$85K ﹤0.01% 2013
2024
Q3 		$367K Buy
23,399
+1,866
+9% +$30.3K ﹤0.01% 2043
2024
Q2 		$413K Sell
21,533
-280
-1% -$5.35K ﹤0.01% 1756
2024
Q1 		$436K Buy
21,813
+6,655
+44% +$129K ﹤0.01% 1666
2023
Q4 		$305K Buy
+15,158
New +$219K ﹤0.01% 1798
2017
Q1 		– Sell
-36,564
Closed -$1.31M – 164
2016
Q4 		$1.31M Buy
36,564
+16,547
+83% +$644K 0.16% 75
2016
Q3 		$748K Buy
+20,017
New +$725K 0.11% 107
2015
Q4 		– Sell
-13,668
Closed -$704K – 129
2015
Q3 		$704K Buy
13,668
+2,398
+21% +$150K 0.21% 110
2015
Q2 		$760K Buy
+11,270
New +$762K 0.23% 84

Other funds holding M

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's M Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Macy's (M) stake by 24% in Q2 2026, buying an estimated $179K and bringing the position to 43,929 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Wealth Enhancement Advisory Services first reported a position in M in Q2 2015 and has held it in 15 quarters since. The position peaked at $1.87M in Q4 2025. 47 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Wealth Enhancement Advisory Services held 43,929 shares of Macy's worth $995K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,540 Macy's shares in Q2 2026, an estimated $179K.
  • Macy's made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2073 holding.
  • Wealth Enhancement Advisory Services first reported a position in Macy's in Q2 2015 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Macy's position peaked at $1.87M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.