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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
Q2 		$60K Buy
4,777
+1,324
+38% +$12.5K 0.03% 691
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 $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

Covestor's MAX Position: Q2 2026 in Review

Covestor increased its MediaAlpha (MAX) stake by 38% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,777 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #691.

Covestor first reported a position in MAX in Q2 2024 and has held it in 9 quarters since. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Covestor held 4,777 shares of MediaAlpha worth $60K as of Q2 2026.
  • Covestor bought 1,324 MediaAlpha shares in Q2 2026, an estimated $12.5K.
  • MediaAlpha made up 0.03% of Covestor's portfolio in Q2 2026, its #691 holding.
  • Covestor first reported a position in MediaAlpha in Q2 2024 and has held it in 9 quarters since.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.