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

Accurate 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
2026 Q2	–	Sell	-4,299	Closed	-$228K	–	595
2026 Q1	$228K	Buy	4,299 +51	+1%	+$3.02K	0.03%	486
2025 Q4	$260K	Buy	4,248 +61	+1%	+$3.6K	0.03%	432
2025 Q3	$244K	Buy	4,187 +305	+8%	+$19.7K	0.03%	435
2025 Q2	$242K	Buy	+3,882	New	+$215K	0.04%	401
2025 Q1	–	Sell	-15,457	Closed	-$892K	–	393
2024 Q4	$892K	Sell	15,457 -2,338	-13%	-$125K	0.17%	133
2024 Q3	$908K	Buy	+17,795	New	+$890K	0.18%	122
2023 Q1	–	Sell	-5,027	Closed	-$189K	–	925
2022 Q4	$189K	Sell	5,027 -2,191	-30%	-$80.1K	0.07%	216
2022 Q3	$244K	Buy	+7,218	New	+$297K	0.1%	157
2022 Q2	–	Sell	-4,825	Closed	-$206K	–	177
2022 Q1	$206K	Sell	4,825 -113	-2%	-$4.84K	0.09%	167
2021 Q4	$207K	Hold	4,938	–	–	0.17%	135
2021 Q3	$207K	Hold	4,938	–	–	0.18%	134
2021 Q2	$203K	Buy	+4,938	New	+$205K	0.18%	127

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Accurate Wealth Management's MAIN Position: Q2 2026 in Review

Accurate Wealth Management sold out of Main Street Capital (MAIN) in Q2 2026, closing a stake of 4,299 shares — an estimated $228K sold.

Accurate Wealth Management first reported a position in MAIN in Q2 2021 and held it in 12 quarters. The position peaked at $908K in Q3 2024. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Accurate Wealth Management reported no remaining Main Street Capital position as of Q2 2026 after selling out during the quarter.
Accurate Wealth Management sold 4,299 Main Street Capital shares in Q2 2026, an estimated $228K.
Accurate Wealth Management first reported a position in Main Street Capital in Q2 2021 and held it in 12 quarters.
Accurate Wealth Management's Main Street Capital position peaked at $908K in Q3 2024.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.