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Wealth Preservation Advisors’s MediaAlpha MAX Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-66
Closed -$614 – 575
2026
Q1 		$614 Buy
+66
New +$650 ﹤0.01% 750

Other funds holding MAX

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BlackRock
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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 Preservation Advisors's MAX Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of MediaAlpha (MAX) in Q2 2026, closing a stake of 66 shares — an estimated $614 sold.

Wealth Preservation Advisors first reported a position in MAX in Q1 2026 and held it in 1 quarter. The position peaked at $614 in Q1 2026. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining MediaAlpha position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 66 MediaAlpha shares in Q2 2026, an estimated $614.
  • Wealth Preservation Advisors first reported a position in MediaAlpha in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's MediaAlpha position peaked at $614 in Q1 2026.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.