Bartlett & Co Wealth Management’s Main Street Capital MAIN Stock Holding History

Bartlett & Co 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 Q1	$541K	Buy	9,700 +1,300	+15%	+$77K	0.01%	330
2025 Q4	$507K	Hold	8,400	–	–	0.01%	332
2025 Q3	$534K	Hold	8,400	–	–	0.01%	328
2025 Q2	$496K	Hold	8,400	–	–	0.01%	334
2025 Q1	$475K	Hold	8,400	–	–	0.01%	337
2024 Q4	$492K	Hold	8,400	–	–	0.01%	328
2024 Q3	$421K	Hold	8,400	–	–	0.01%	349
2024 Q2	$424K	Hold	8,400	–	–	0.01%	345
2024 Q1	$397K	Hold	8,400	–	–	0.01%	354
2023 Q4	$368K	Hold	8,400	–	–	0.01%	385
2023 Q3	$341K	Hold	8,400	–	–	0.01%	385
2023 Q2	$336K	Buy	+8,400	New	+$333K	0.01%	390
2020 Q1	–	Sell	-5	Closed	-$211	–	880
2019 Q4	$211	Sell	5 -1,012	-100%	-$43.3K	﹤0.01%	850
2019 Q3	$44.1K	Buy	1,017 +15	+1%	+$640	﹤0.01%	552
2019 Q2	$41.4K	Buy	+1,002	New	+$39.9K	﹤0.01%	458

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Bartlett & Co Wealth Management's MAIN Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Main Street Capital (MAIN) stake by 15% in Q1 2026, buying an estimated $77K and bringing the position to 9,700 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #330.

Bartlett & Co Wealth Management first reported a position in MAIN in Q2 2019 and has held it in 15 quarters since. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

Bartlett & Co Wealth Management held 9,700 shares of Main Street Capital worth $541K as of Q1 2026.
Bartlett & Co Wealth Management bought 1,300 Main Street Capital shares in Q1 2026, an estimated $77K.
Main Street Capital made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #330 holding.
Bartlett & Co Wealth Management first reported a position in Main Street Capital in Q2 2019 and has held it in 15 quarters since.
421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.