C
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Covestor’s MediaAlpha MAX Stock Holding History

Covestor’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 		$32K Buy
3,453
+60
+2% +$591 0.02% 933
2025
Q4 		$44K Buy
3,393
+704
+26% +$8.6K 0.02% 954
2025
Q3 		$31K Sell
2,689
-11
-0.4% -$121 0.02% 1110
2025
Q2 		$30K Buy
2,700
+98
+4% +$946 0.02% 1099
2025
Q1 		$24K Sell
2,602
-164
-6% -$1.75K 0.02% 1135
2024
Q4 		$31K Buy
2,766
+847
+44% +$12.2K 0.02% 1024
2024
Q3 		$35K Sell
1,919
-115
-6% -$1.83K 0.02% 1003
2024
Q2 		$27K Buy
+2,034
New +$37.4K 0.02% 1083

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 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