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Wealthspire Advisors (New York)’s Macy's M Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-720
Closed -$12.9K – 2108
2025
Q3 		$12.9K Buy
+720
New +$10.2K ﹤0.01% 1892
2019
Q1 		– Sell
-183
Closed -$5K – 485
2018
Q4 		$5K Buy
+183
New +$6.03K ﹤0.01% 646

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wealthspire Advisors (New York)'s M Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Macy's (M) in Q4 2025, closing a stake of 720 shares — an estimated $12.9K sold.

Wealthspire Advisors (New York) first reported a position in M in Q4 2018 and held it in 2 quarters. The position peaked at $12.9K in Q3 2025. 499 funds tracked by Wall St. Rank hold M as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Macy's position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 720 Macy's shares in Q4 2025, an estimated $12.9K.
  • Wealthspire Advisors (New York) first reported a position in Macy's in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Macy's position peaked at $12.9K in Q3 2025.
  • 499 funds tracked by Wall St. Rank held Macy's as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.