Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s MediaAlpha MAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Sell
22,425
-19,853
-47% -$196K ﹤0.01% 2706
2025
Q4 		$548K Buy
42,278
+3,895
+10% +$47.6K ﹤0.01% 1864
2025
Q3 		$437K Buy
38,383
+15,702
+69% +$173K ﹤0.01% 1882
2025
Q2 		$248K Buy
22,681
+6,158
+37% +$59.4K ﹤0.01% 1993
2025
Q1 		$153K Buy
16,523
+9,962
+152% +$106K ﹤0.01% 2101
2024
Q4 		$74K Buy
6,561
+5,858
+833% +$84.3K ﹤0.01% 2490
2024
Q3 		$13K Buy
703
+228
+48% +$3.63K ﹤0.01% 3630
2024
Q2 		$6K Buy
475
+155
+48% +$2.85K ﹤0.01% 3790
2024
Q1 		$7K Buy
+320
New +$5.11K ﹤0.01% 3519

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JGC
J. Goldman & Co New York $3.87B AUM 46.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MAX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its MediaAlpha (MAX) stake by 47% in Q1 2026, selling an estimated $196K and leaving 22,425 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Carson Wealth (CWM LLC) first reported a position in MAX in Q1 2024 and has held it in 9 quarters since. The position peaked at $548K in Q4 2025. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,425 shares of MediaAlpha worth $209K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 19,853 MediaAlpha shares in Q1 2026, an estimated $196K.
  • MediaAlpha made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2706 holding.
  • Carson Wealth (CWM LLC) first reported a position in MediaAlpha in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s MediaAlpha position peaked at $548K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.