Morgan Stanley
MAX icon

Morgan Stanley’s MediaAlpha MAX Stock Holding History

Morgan Stanley’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 		$10.3M Buy
821,170
+118,152
+17% +$1.12M ﹤0.01% 3655
2026
Q1 		$6.54M Sell
703,018
-257,136
-27% -$2.53M ﹤0.01% 3917
2025
Q4 		$12.4M Buy
960,154
+88,123
+10% +$1.08M ﹤0.01% 3409
2025
Q3 		$9.92M Buy
872,031
+116,105
+15% +$1.28M ﹤0.01% 3560
2025
Q2 		$8.28M Buy
755,926
+18,005
+2% +$174K ﹤0.01% 3612
2025
Q1 		$6.82M Buy
737,921
+126,860
+21% +$1.35M ﹤0.01% 3658
2024
Q4 		$6.9M Sell
611,061
-111,652
-15% -$1.61M ﹤0.01% 3713
2024
Q3 		$13.1M Sell
722,713
-27,110
-4% -$432K ﹤0.01% 3215
2024
Q2 		$9.88M Buy
749,823
+499,963
+200% +$9.2M ﹤0.01% 3338
2024
Q1 		$5.09M Buy
249,860
+164,297
+192% +$2.62M ﹤0.01% 3896
2023
Q4 		$954K Buy
85,563
+38,879
+83% +$385K ﹤0.01% 4954
2023
Q3 		$386K Sell
46,684
-57,441
-55% -$513K ﹤0.01% 5289
2023
Q2 		$1.07M Buy
104,125
+80,274
+337% +$726K ﹤0.01% 4784
2023
Q1 		$357K Sell
23,851
-42,419
-64% -$574K ﹤0.01% 5444
2022
Q4 		$659K Buy
66,270
+58,429
+745% +$644K ﹤0.01% 5092
2022
Q3 		$69K Sell
7,841
-15,148
-66% -$147K ﹤0.01% 6257
2022
Q2 		$226K Sell
22,989
-389,014
-94% -$4.75M ﹤0.01% 5834
2022
Q1 		$6.82M Sell
412,003
-85,692
-17% -$1.2M ﹤0.01% 3344
2021
Q4 		$7.68M Buy
497,695
+406,827
+448% +$6.79M ﹤0.01% 3241
2021
Q3 		$1.7M Buy
90,868
+29,046
+47% +$786K ﹤0.01% 4699
2021
Q2 		$2.6M Sell
61,822
-231,408
-79% -$9.25M ﹤0.01% 4430
2021
Q1 		$10.4M Buy
293,230
+285,156
+3,532% +$14.1M ﹤0.01% 2607
2020
Q4 		$315K Buy
+8,074
New +$313K ﹤0.01% 5342

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

Morgan Stanley's MAX Position: Q2 2026 in Review

Morgan Stanley increased its MediaAlpha (MAX) stake by 17% in Q2 2026, buying an estimated $1.12M and bringing the position to 821,170 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3655.

Morgan Stanley first reported a position in MAX in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.1M in Q3 2024. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Morgan Stanley held 821,170 shares of MediaAlpha worth $10.3M as of Q2 2026.
  • Morgan Stanley bought 118,152 MediaAlpha shares in Q2 2026, an estimated $1.12M.
  • MediaAlpha made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3655 holding.
  • Morgan Stanley first reported a position in MediaAlpha in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's MediaAlpha position peaked at $13.1M in Q3 2024.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.