Wealth Enhancement Advisory Services
MAX icon

Wealth Enhancement Advisory Services’s MediaAlpha MAX Stock Holding History

Wealth Enhancement Advisory Services’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 		$198K Sell
14,811
-6,105
-29% -$57.6K ﹤0.01% 3595
2026
Q1 		$196K Sell
20,916
-5,521
-21% -$54.4K ﹤0.01% 3140
2025
Q4 		$313K Buy
26,437
+6,225
+31% +$76K ﹤0.01% 2883
2025
Q3 		$227K Buy
20,212
+5,455
+37% +$60.2K ﹤0.01% 3016
2025
Q2 		$155K Buy
+14,757
New +$142K ﹤0.01% 3061

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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

Wealth Enhancement Advisory Services's MAX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its MediaAlpha (MAX) stake by 29% in Q2 2026, selling an estimated $57.6K and leaving 14,811 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

Wealth Enhancement Advisory Services first reported a position in MAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $313K in Q4 2025. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,811 shares of MediaAlpha worth $198K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 6,105 MediaAlpha shares in Q2 2026, an estimated $57.6K.
  • MediaAlpha made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3595 holding.
  • Wealth Enhancement Advisory Services first reported a position in MediaAlpha in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's MediaAlpha position peaked at $313K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.