Creative Planning
MAX icon

Creative Planning’s MediaAlpha MAX Stock Holding History

Creative Planning’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 		$204K Sell
16,220
-3,726
-19% -$35.2K ﹤0.01% 3862
2026
Q1 		$185K Sell
19,946
-5,326
-21% -$52.5K ﹤0.01% 3760
2025
Q4 		$327K Buy
25,272
+5,743
+29% +$70.1K ﹤0.01% 3182
2025
Q3 		$222K Buy
19,529
+4,198
+27% +$46.3K ﹤0.01% 3382
2025
Q2 		$168K Buy
+15,331
New +$148K ﹤0.01% 3291

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

Creative Planning's MAX Position: Q2 2026 in Review

Creative Planning reduced its MediaAlpha (MAX) stake by 19% in Q2 2026, selling an estimated $35.2K and leaving 16,220 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #3862.

Creative Planning first reported a position in MAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $327K in Q4 2025. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Creative Planning held 16,220 shares of MediaAlpha worth $204K as of Q2 2026.
  • Creative Planning sold 3,726 MediaAlpha shares in Q2 2026, an estimated $35.2K.
  • MediaAlpha made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3862 holding.
  • Creative Planning first reported a position in MediaAlpha in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's MediaAlpha position peaked at $327K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.