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Clearstead Advisors’s MediaAlpha MAX Stock Holding History

Clearstead Advisors’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 		– Sell
-15
Closed -$195 – 2605
2025
Q4 		$195 Sell
15
-278
-95% -$3.4K ﹤0.01% 2425
2025
Q3 		$3.33K Buy
293
+125
+74% +$1.38K ﹤0.01% 2304
2025
Q2 		$1.84K Buy
+168
New +$1.62K ﹤0.01% 2341

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 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 $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Clearstead Advisors's MAX Position: Q1 2026 in Review

Clearstead Advisors sold out of MediaAlpha (MAX) in Q1 2026, closing a stake of 15 shares — an estimated $195 sold.

Clearstead Advisors first reported a position in MAX in Q2 2025 and held it in 3 quarters. The position peaked at $3.33K in Q3 2025. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Clearstead Advisors reported no remaining MediaAlpha position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 15 MediaAlpha shares in Q1 2026, an estimated $195.
  • Clearstead Advisors first reported a position in MediaAlpha in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's MediaAlpha position peaked at $3.33K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.