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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
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 $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Rothschild Investment LLC's MAX Position: Q1 2026 in Review

Rothschild Investment LLC reduced its MediaAlpha (MAX) stake by 30% in Q1 2026, selling an estimated $1.01K and leaving 237 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Rothschild Investment LLC first reported a position in MAX in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.4K in Q4 2025. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Rothschild Investment LLC held 237 shares of MediaAlpha worth $2.2K as of Q1 2026.
  • Rothschild Investment LLC sold 103 MediaAlpha shares in Q1 2026, an estimated $1.01K.
  • MediaAlpha made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2512 holding.
  • Rothschild Investment LLC first reported a position in MediaAlpha in Q2 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's MediaAlpha position peaked at $4.4K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.