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Summit Wealth Group (Colorado)’s MediaAlpha MAX Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-16,471
Closed -$136K – 469
2025
Q3 		$136K Buy
+16,471
New +$182K 0.01% 477

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MAX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of MediaAlpha (MAX) in Q4 2025, closing a stake of 16,471 shares — an estimated $136K sold.

Summit Wealth Group (Colorado) first reported a position in MAX in Q3 2025 and held it in 1 quarter. The position peaked at $136K in Q3 2025. 171 funds tracked by Wall St. Rank hold MAX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining MediaAlpha position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 16,471 MediaAlpha shares in Q4 2025, an estimated $136K.
  • Summit Wealth Group (Colorado) first reported a position in MediaAlpha in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s MediaAlpha position peaked at $136K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held MediaAlpha as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.