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Essential Partners’s MediaAlpha MAX Stock Holding History

Essential Partners’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
Q3 		$2.63K Hold
275
– – ﹤0.01% 1809
2026
Q2 		$3.46K Sell
275
-6,182
-96% -$58.3K ﹤0.01% 1718
2026
Q1 		$60K Buy
6,457
+518
+9% +$5.11K 0.02% 558
2025
Q4 		$76.9K Buy
5,939
+232
+4% +$2.83K 0.02% 511
2025
Q3 		$64.9K Buy
5,707
+357
+7% +$3.94K 0.02% 539
2025
Q2 		$58.6K Buy
+5,350
New +$51.6K 0.02% 441

Other funds holding MAX

TIM
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's MAX Position: Q3 2026 in Review

Essential Partners held its MediaAlpha (MAX) position steady in Q3 2026 at 275 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Essential Partners first reported a position in MAX in Q2 2025 and has held it in 6 quarters since. The position peaked at $76.9K in Q4 2025. 9 funds tracked by Wall St. Rank hold MAX as of Q3 2026.

  • Essential Partners held 275 shares of MediaAlpha worth $2.63K as of Q3 2026.
  • Essential Partners left its MediaAlpha share count unchanged in Q3 2026.
  • MediaAlpha made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1809 holding.
  • Essential Partners first reported a position in MediaAlpha in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's MediaAlpha position peaked at $76.9K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.