UBS Group’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Buy |
153,883
+94,194
| +158% | +$928K | ﹤0.01% | 5260 |
|
|
2025
Q4 | $773K | Sell |
59,689
-78,497
| -57% | -$959K | ﹤0.01% | 5794 |
|
|
2025
Q3 | $1.57M | Sell |
138,186
-390,194
| -74% | -$4.3M | ﹤0.01% | 5189 |
|
|
2025
Q2 | $5.79M | Buy |
528,380
+23,530
| +5% | +$227K | ﹤0.01% | 3720 |
|
|
2025
Q1 | $4.66M | Buy |
504,850
+88,724
| +21% | +$947K | ﹤0.01% | 3850 |
|
|
2024
Q4 | $4.7M | Buy |
416,126
+397,020
| +2,078% | +$5.71M | ﹤0.01% | 3914 |
|
|
2024
Q3 | $346K | Sell |
19,106
-29,392
| -61% | -$468K | ﹤0.01% | 5484 |
|
|
2024
Q2 | $639K | Buy |
48,498
+22,231
| +85% | +$409K | ﹤0.01% | 4804 |
|
|
2024
Q1 | $535K | Buy |
26,267
+10,643
| +68% | +$170K | ﹤0.01% | 5151 |
|
|
2023
Q4 | $174K | Buy |
15,624
+12,488
| +398% | +$124K | ﹤0.01% | 5859 |
|
|
2023
Q3 | $25.9K | Sell |
3,136
-14,904
| -83% | -$133K | ﹤0.01% | 6671 |
|
|
2023
Q2 | $186K | Buy |
18,040
+6,180
| +52% | +$55.9K | ﹤0.01% | 5532 |
|
|
2023
Q1 | $178K | Sell |
11,860
-11,176
| -49% | -$151K | ﹤0.01% | 5479 |
|
|
2022
Q4 | $229K | Buy |
23,036
+22,787
| +9,151% | +$251K | ﹤0.01% | 5351 |
|
|
2022
Q3 | $2K | Sell |
249
-1,741
| -87% | -$16.9K | ﹤0.01% | 9740 |
|
|
2022
Q2 | $20K | Buy |
1,990
+356
| +22% | +$4.34K | ﹤0.01% | 6870 |
|
|
2022
Q1 | $28K | Sell |
1,634
-7,352
| -82% | -$103K | ﹤0.01% | 7071 |
|
|
2021
Q4 | $139K | Buy |
8,986
+8,689
| +2,926% | +$145K | ﹤0.01% | 5992 |
|
|
2021
Q3 | $6K | Sell |
297
-5,080
| -94% | -$138K | ﹤0.01% | 8431 |
|
|
2021
Q2 | $227K | Sell |
5,377
-4,090
| -43% | -$164K | ﹤0.01% | 5254 |
|
|
2021
Q1 | $336K | Buy |
9,467
+7,363
| +350% | +$365K | ﹤0.01% | 5147 |
|
|
2020
Q4 | $82K | Buy |
+2,104
| New | +$81.6K | ﹤0.01% | 5815 |
|
Other funds holding MAX
WMIG
CC
VCM
JGC
JAM
