MAM
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Marquette Asset Management’s MediaAlpha MAX Stock Holding History

Marquette Asset Management’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 		$1.33K Hold
139
– – ﹤0.01% 610
2026
Q2 		$1.75K Sell
139
-59
-30% -$557 ﹤0.01% 640
2026
Q1 		$1.84K Sell
198
-45
-19% -$443 ﹤0.01% 561
2025
Q4 		$3.15K Buy
243
+124
+104% +$1.51K ﹤0.01% 404
2025
Q3 		$1.35K Buy
+119
New +$1.31K ﹤0.01% 654

Other funds holding MAX

TIM
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Marquette Asset Management's MAX Position: Q3 2026 in Review

Marquette Asset Management held its MediaAlpha (MAX) position steady in Q3 2026 at 139 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Marquette Asset Management first reported a position in MAX in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.15K in Q4 2025. 10 funds tracked by Wall St. Rank hold MAX as of Q3 2026.

  • Marquette Asset Management held 139 shares of MediaAlpha worth $1.33K as of Q3 2026.
  • Marquette Asset Management left its MediaAlpha share count unchanged in Q3 2026.
  • MediaAlpha made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #610 holding.
  • Marquette Asset Management first reported a position in MediaAlpha in Q3 2025 and has held it in 5 quarters since.
  • Marquette Asset Management's MediaAlpha position peaked at $3.15K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.