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Private Wealth Asset Management’s MediaAlpha MAX Stock Holding History

Private Wealth 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
Q2 		– Sell
-1,000
Closed -$9.3K – 949
2026
Q1 		$9.3K Buy
+1,000
New +$9.86K ﹤0.01% 712

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

Private Wealth Asset Management's MAX Position: Q2 2026 in Review

Private Wealth Asset Management sold out of MediaAlpha (MAX) in Q2 2026, closing a stake of 1,000 shares — an estimated $9.3K sold.

Private Wealth Asset Management first reported a position in MAX in Q1 2026 and held it in 1 quarter. The position peaked at $9.3K in Q1 2026. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Private Wealth Asset Management reported no remaining MediaAlpha position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1,000 MediaAlpha shares in Q2 2026, an estimated $9.3K.
  • Private Wealth Asset Management first reported a position in MediaAlpha in Q1 2026 and held it in 1 quarter.
  • Private Wealth Asset Management's MediaAlpha position peaked at $9.3K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.