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Integrated Wealth Concepts’s MediaAlpha MAX Stock Holding History

Integrated Wealth Concepts’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 		$8.28K Buy
+659
New +$6.22K ﹤0.01% 4675

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

Integrated Wealth Concepts's MAX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in MediaAlpha (MAX) in Q2 2026: 659 shares worth $8.28K. The stake represents ﹤0.01% of the portfolio and ranks #4675 among its holdings.

154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Integrated Wealth Concepts held 659 shares of MediaAlpha worth $8.28K as of Q2 2026.
  • MediaAlpha was a new Integrated Wealth Concepts position in Q2 2026.
  • MediaAlpha made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4675 holding.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.