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 Q2	$503K	Hold	9,700	–	–	0.01%	350
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 $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

Bartlett & Co Wealth Management's MAIN Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Main Street Capital (MAIN) position steady in Q2 2026 at 9,700 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #350.

Bartlett & Co Wealth Management first reported a position in MAIN in Q2 2019 and has held it in 16 quarters since. The position peaked at $541K in Q1 2026. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Bartlett & Co Wealth Management held 9,700 shares of Main Street Capital worth $503K as of Q2 2026.
Bartlett & Co Wealth Management left its Main Street Capital share count unchanged in Q2 2026.
Main Street Capital made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #350 holding.
Bartlett & Co Wealth Management first reported a position in Main Street Capital in Q2 2019 and has held it in 16 quarters since.
Bartlett & Co Wealth Management's Main Street Capital position peaked at $541K in Q1 2026.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.