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
Q3 		$40M Buy
1,756,537
+1,712,608
+3,899% +$39.8M 0.06% 281
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Wealth Enhancement Advisory Services's M Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Macy's (M) stake by 3,899% in Q3 2026, buying an estimated $39.8M and bringing the position to 1,756,537 shares worth $40M. The position accounts for 0.06% of the portfolio, ranked #281.

Wealth Enhancement Advisory Services first reported a position in M in Q2 2015 and has held it in 16 quarters since. 235 funds tracked by Wall St. Rank hold M as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,756,537 shares of Macy's worth $40M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,712,608 Macy's shares in Q3 2026, an estimated $39.8M.
  • Macy's made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #281 holding.
  • Wealth Enhancement Advisory Services first reported a position in Macy's in Q2 2015 and has held it in 16 quarters since.
  • 235 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.