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Rothschild Investment LLC’s MediaAlpha MAX Stock Holding History

Rothschild Investment LLC’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 		$1.78K Sell
142
-95
-40% -$897 ﹤0.01% 2800
2026
Q1 		$2.2K Sell
237
-103
-30% -$1.01K ﹤0.01% 2512
2025
Q4 		$4.4K Buy
340
+160
+89% +$1.95K ﹤0.01% 1961
2025
Q3 		$2.05K Buy
180
+130
+260% +$1.43K ﹤0.01% 2216
2025
Q2 		$548 Buy
50
+15
+43% +$145 ﹤0.01% 2714
2025
Q1 		$323 Buy
+35
New +$374 ﹤0.01% 2749
2024
Q4 		– Sell
-5
Closed -$91 – 3018
2024
Q3 		$91 Sell
5
-10
-67% -$159 ﹤0.01% 2857
2024
Q2 		$198 Buy
+15
New +$276 ﹤0.01% 2492

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

Rothschild Investment LLC's MAX Position: Q2 2026 in Review

Rothschild Investment LLC reduced its MediaAlpha (MAX) stake by 40% in Q2 2026, selling an estimated $897 and leaving 142 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

Rothschild Investment LLC first reported a position in MAX in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.4K in Q4 2025. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Rothschild Investment LLC held 142 shares of MediaAlpha worth $1.78K as of Q2 2026.
  • Rothschild Investment LLC sold 95 MediaAlpha shares in Q2 2026, an estimated $897.
  • MediaAlpha made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2800 holding.
  • Rothschild Investment LLC first reported a position in MediaAlpha in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's MediaAlpha position peaked at $4.4K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.