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Accredited Wealth Management’s Main Street Capital MAIN Stock Holding History

Accredited Wealth Management’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.9K Sell
103
-51
-33% -$3.3K 0.01% 263
2025
Q2 		$9.1K Buy
154
+2
+1% +$111 0.01% 270
2025
Q1 		$8.59K Buy
152
+2
+1% +$119 0.01% 255
2024
Q4 		$8.78K Buy
+150
New +$8K 0.01% 257

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Accredited Wealth Management's MAIN Position: Q3 2025 in Review

Accredited Wealth Management reduced its Main Street Capital (MAIN) stake by 33% in Q3 2025, selling an estimated $3.3K and leaving 103 shares worth $9.9K. The position accounts for 0.01% of the portfolio, ranked #263.

Accredited Wealth Management first reported a position in MAIN in Q4 2024 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold MAIN as of Q3 2025.

  • Accredited Wealth Management held 103 shares of Main Street Capital worth $9.9K as of Q3 2025.
  • Accredited Wealth Management sold 51 Main Street Capital shares in Q3 2025, an estimated $3.3K.
  • Main Street Capital made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #263 holding.
  • Accredited Wealth Management first reported a position in Main Street Capital in Q4 2024 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.