EverSource Wealth Advisors’s MediaAlpha MAX Stock Holding History

EverSource Wealth Advisors’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	$10.2K	Sell	810 -451	-36%	-$4.26K	﹤0.01%	2900
2026 Q1	$11.7K	Sell	1,261 -784	-38%	-$7.73K	﹤0.01%	2831
2025 Q4	$26.5K	Buy	2,045 +151	+8%	+$1.84K	﹤0.01%	2199
2025 Q3	$21.6K	Buy	1,894 +542	+40%	+$5.98K	﹤0.01%	2310
2025 Q2	$14.8K	Buy	1,352 +1,113	+466%	+$10.7K	﹤0.01%	2532
2025 Q1	$2.21K	Buy	239 +231	+2,888%	+$2.47K	﹤0.01%	2879
2024 Q4	$90	Buy	+8	New	+$115	﹤0.01%	3566

Other funds holding MAX

STCG

Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

TIM

Triad Investment Management Newport Beach, California $90.7M AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

EverSource Wealth Advisors's MAX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its MediaAlpha (MAX) stake by 36% in Q2 2026, selling an estimated $4.26K and leaving 810 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

EverSource Wealth Advisors first reported a position in MAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.5K in Q4 2025. 32 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

EverSource Wealth Advisors held 810 shares of MediaAlpha worth $10.2K as of Q2 2026.
EverSource Wealth Advisors sold 451 MediaAlpha shares in Q2 2026, an estimated $4.26K.
MediaAlpha made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2900 holding.
EverSource Wealth Advisors first reported a position in MediaAlpha in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's MediaAlpha position peaked at $26.5K in Q4 2025.
32 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.