Corient Private Wealth
MAX icon

Corient Private Wealth’s MediaAlpha MAX Stock Holding History

Corient Private Wealth’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
Q2 		$295K Buy
23,451
+7,892
+51% +$74.5K ﹤0.01% 2575
2026
Q1 		$145K Buy
+15,559
New +$153K ﹤0.01% 2623

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 $1.68B AUM 53.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

Corient Private Wealth's MAX Position: Q2 2026 in Review

Corient Private Wealth increased its MediaAlpha (MAX) stake by 51% in Q2 2026, buying an estimated $74.5K and bringing the position to 23,451 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Corient Private Wealth first reported a position in MAX in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Corient Private Wealth held 23,451 shares of MediaAlpha worth $295K as of Q2 2026.
  • Corient Private Wealth bought 7,892 MediaAlpha shares in Q2 2026, an estimated $74.5K.
  • MediaAlpha made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2575 holding.
  • Corient Private Wealth first reported a position in MediaAlpha in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.