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True Wealth Design’s MediaAlpha MAX Stock Holding History

True Wealth Design’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 		$1.01K Buy
80
+29
+57% +$274 ﹤0.01% 1974
2026
Q1 		$475 Sell
51
-285
-85% -$2.81K ﹤0.01% 2075
2025
Q4 		$4.35K Buy
336
+96
+40% +$1.17K ﹤0.01% 1144
2025
Q3 		$2.73K Sell
240
-64
-21% -$706 ﹤0.01% 1354
2025
Q2 		$3.33K Buy
304
+282
+1,282% +$2.72K ﹤0.01% 974
2025
Q1 		$204 Sell
22
-54
-71% -$577 ﹤0.01% 1947
2024
Q4 		$859 Buy
+76
New +$1.09K ﹤0.01% 976

Other funds holding MAX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design's MAX Position: Q2 2026 in Review

True Wealth Design increased its MediaAlpha (MAX) stake by 57% in Q2 2026, buying an estimated $274 and bringing the position to 80 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

True Wealth Design first reported a position in MAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.35K in Q4 2025. 7 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • True Wealth Design held 80 shares of MediaAlpha worth $1.01K as of Q2 2026.
  • True Wealth Design bought 29 MediaAlpha shares in Q2 2026, an estimated $274.
  • MediaAlpha made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1974 holding.
  • True Wealth Design first reported a position in MediaAlpha in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's MediaAlpha position peaked at $4.35K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.