UBS AM
MAX icon

UBS AM’s MediaAlpha MAX Stock Holding History

UBS AM’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 		$2.26M Sell
180,171
-340
-0.2% -$3.21K ﹤0.01% 1994
2026
Q1 		$1.68M Buy
180,511
+115,426
+177% +$1.14M ﹤0.01% 2124
2025
Q4 		$843K Sell
65,085
-6,373
-9% -$77.8K ﹤0.01% 2196
2025
Q3 		$813K Sell
71,458
-52,612
-42% -$580K ﹤0.01% 2076
2025
Q2 		$1.36M Buy
124,070
+33,205
+37% +$321K ﹤0.01% 2307
2025
Q1 		$840K Buy
90,865
+1,387
+2% +$14.8K ﹤0.01% 2377
2024
Q4 		$1.01M Buy
89,478
+16,050
+22% +$231K ﹤0.01% 2358
2024
Q3 		$1.33M Buy
73,428
+5,708
+8% +$91K ﹤0.01% 2244
2024
Q2 		$892K Buy
+67,720
New +$1.25M ﹤0.01% 2435

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

UBS AM's MAX Position: Q2 2026 in Review

UBS AM reduced its MediaAlpha (MAX) stake by 0.19% in Q2 2026, selling an estimated $3.21K and leaving 180,171 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

UBS AM first reported a position in MAX in Q2 2024 and has held it in 9 quarters since. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • UBS AM held 180,171 shares of MediaAlpha worth $2.26M as of Q2 2026.
  • UBS AM sold 340 MediaAlpha shares in Q2 2026, an estimated $3.21K.
  • MediaAlpha made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1994 holding.
  • UBS AM first reported a position in MediaAlpha in Q2 2024 and has held it in 9 quarters since.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.