Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Main Street Capital MAIN Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.11M Sell
39,814
-11,060
-22% -$655K 0.01% 1175
2025
Q4 		$3.07M Sell
50,874
-14,372
-22% -$847K 0.01% 979
2025
Q3 		$4.15M Buy
65,246
+32,667
+100% +$2.11M 0.01% 793
2025
Q2 		$1.93M Buy
32,579
+31,729
+3,733% +$1.75M 0.01% 969
2025
Q1 		$48K Sell
850
-1,606
-65% -$95.5K ﹤0.01% 3025
2024
Q4 		$144K Buy
2,456
+193
+9% +$10.3K ﹤0.01% 2047
2024
Q3 		$113K Sell
2,263
-3,377
-60% -$169K ﹤0.01% 2131
2024
Q2 		$285K Buy
5,640
+4,935
+700% +$241K ﹤0.01% 1417
2024
Q1 		$33K Buy
705
+3
+0.4% +$136 ﹤0.01% 2577
2023
Q4 		$30K Sell
702
-1,207
-63% -$49.3K ﹤0.01% 2515
2023
Q3 		$78K Buy
1,909
+9
+0.5% +$367 ﹤0.01% 1787
2023
Q2 		$76K Sell
1,900
-342
-15% -$13.6K ﹤0.01% 1712
2023
Q1 		$88K Buy
2,242
+486
+28% +$19.2K ﹤0.01% 1561
2022
Q4 		$65K Sell
1,756
-105
-6% -$3.84K ﹤0.01% 1591
2022
Q3 		$63K Buy
1,861
+103
+6% +$4.24K ﹤0.01% 1558
2022
Q2 		$68K Buy
1,758
+159
+10% +$6.22K ﹤0.01% 1482
2022
Q1 		$68K Buy
1,599
+35
+2% +$1.5K ﹤0.01% 1475
2021
Q4 		$70K Buy
+1,564
New +$68.8K ﹤0.01% 1444
2021
Q2 		$97K Hold
2,359
– – ﹤0.01% 1156
2021
Q1 		$97K Hold
2,359
– – ﹤0.01% 1156
2020
Q4 		$97K Hold
2,359
– – ﹤0.01% 1156
2020
Q3 		$97K Hold
2,359
– – ﹤0.01% 1156
2020
Q2 		$97K Hold
2,359
– – ﹤0.01% 1156
2020
Q1 		$97K Hold
2,359
– – ﹤0.01% 1156
2019
Q4 		$97K Hold
2,359
– – ﹤0.01% 1156
2019
Q3 		$97K Hold
2,359
– – ﹤0.01% 1156
2019
Q2 		$97K Hold
2,359
– – ﹤0.01% 1156
2019
Q1 		$97K Buy
+2,359
New +$87.8K ﹤0.01% 1156
2017
Q2 		– Sell
-100
Closed -$4K – 1260
2017
Q1 		$4K Hold
100
– – ﹤0.01% 902
2016
Q4 		$4K Buy
+100
New +$3.53K ﹤0.01% 880

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MAIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Main Street Capital (MAIN) stake by 22% in Q1 2026, selling an estimated $655K and leaving 39,814 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #1175.

Carson Wealth (CWM LLC) first reported a position in MAIN in Q4 2016 and has held it in 30 quarters since. The position peaked at $4.15M in Q3 2025. 423 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 39,814 shares of Main Street Capital worth $2.11M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 11,060 Main Street Capital shares in Q1 2026, an estimated $655K.
  • Main Street Capital made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1175 holding.
  • Carson Wealth (CWM LLC) first reported a position in Main Street Capital in Q4 2016 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Main Street Capital position peaked at $4.15M in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.