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Arkadios Wealth Advisors’s Main Street Capital MAIN Stock Holding History

Arkadios Wealth Advisors’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 		$1.56M Sell
30,064
-3,683
-11% -$194K 0.02% 639
2026
Q1 		$1.79M Buy
33,747
+1,199
+4% +$71K 0.03% 555
2025
Q4 		$1.97M Sell
32,548
-119
-0.4% -$7.02K 0.04% 455
2025
Q3 		$2.08M Buy
32,667
+76
+0.2% +$4.91K 0.05% 386
2025
Q2 		$1.93M Buy
32,591
+639
+2% +$35.3K 0.06% 360
2025
Q1 		$1.81M Buy
31,952
+1,274
+4% +$75.7K 0.07% 311
2024
Q4 		$1.8M Buy
30,678
+462
+2% +$24.6K 0.1% 200
2024
Q3 		$1.52M Sell
30,216
-5,008
-14% -$250K 0.09% 236
2024
Q2 		$1.78M Sell
35,224
-1,129
-3% -$55.1K 0.12% 181
2024
Q1 		$1.72M Sell
36,353
-120
-0.3% -$5.42K 0.13% 165
2023
Q4 		$1.58M Buy
36,473
+24
+0.1% +$980 0.13% 162
2023
Q3 		$1.48M Buy
36,449
+203
+0.6% +$8.28K 0.14% 157
2023
Q2 		$1.45M Sell
36,246
-100
-0.3% -$3.97K 0.17% 142
2023
Q1 		$1.43M Sell
36,346
-315
-0.9% -$12.4K 0.17% 142
2022
Q4 		$1.35M Buy
36,661
+11,990
+49% +$438K 0.18% 136
2022
Q3 		$830K Buy
24,671
+2,485
+11% +$102K 0.13% 186
2022
Q2 		$855K Sell
22,186
-140
-0.6% -$5.47K 0.13% 191
2022
Q1 		$952K Sell
22,326
-50
-0.2% -$2.14K 0.12% 194
2021
Q4 		$1M Hold
22,376
– – 0.13% 178
2021
Q3 		$919K Buy
22,376
+75
+0.3% +$3.12K 0.13% 175
2021
Q2 		$916K Sell
22,301
-535
-2% -$22.2K 0.11% 218
2021
Q1 		$894K Buy
22,836
+7
+0% +$246 0.15% 167
2020
Q4 		$736K Buy
+22,829
New +$701K 0.15% 145
2020
Q2 		– Sell
-12,522
Closed -$257K – 1065
2020
Q1 		$257K Buy
12,522
+3,004
+32% +$112K 0.16% 128
2019
Q4 		$428K Buy
+9,518
New +$407K 0.26% 93

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Invesco
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
MC
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

Arkadios Wealth Advisors's MAIN Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Main Street Capital (MAIN) stake by 11% in Q2 2026, selling an estimated $194K and leaving 30,064 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #639.

Arkadios Wealth Advisors first reported a position in MAIN in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.08M in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Arkadios Wealth Advisors held 30,064 shares of Main Street Capital worth $1.56M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,683 Main Street Capital shares in Q2 2026, an estimated $194K.
  • Main Street Capital made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • Arkadios Wealth Advisors first reported a position in Main Street Capital in Q4 2019 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's Main Street Capital position peaked at $2.08M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.