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Carolinas Wealth Consulting’s Main Street Capital MAIN Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,058
Closed -$59.8K – 560
2025
Q1 		$59.8K Buy
1,058
+13
+1% +$773 0.01% 328
2024
Q4 		$61.2K Buy
1,045
+26
+3% +$1.39K 0.01% 331
2024
Q3 		$51.1K Buy
1,019
+21
+2% +$1.05K 0.01% 363
2024
Q2 		$50.4K Buy
998
+22
+2% +$1.07K 0.01% 364
2024
Q1 		$46.2K Buy
976
+21
+2% +$949 0.01% 388
2023
Q4 		$41.3K Buy
955
+11
+1% +$449 0.01% 362
2023
Q3 		$36K Buy
+944
New +$38.5K 0.01% 350

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carolinas Wealth Consulting's MAIN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Main Street Capital (MAIN) in Q2 2025, closing a stake of 1,058 shares — an estimated $59.8K sold.

Carolinas Wealth Consulting first reported a position in MAIN in Q3 2023 and held it in 7 quarters. The position peaked at $61.2K in Q4 2024. 404 funds tracked by Wall St. Rank hold MAIN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Main Street Capital position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,058 Main Street Capital shares in Q2 2025, an estimated $59.8K.
  • Carolinas Wealth Consulting first reported a position in Main Street Capital in Q3 2023 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Main Street Capital position peaked at $61.2K in Q4 2024.
  • 404 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.