Cerity Partners
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Cerity Partners’s Main Street Capital MAIN Stock Holding History

Cerity Partners’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 		$1.09M Sell
21,057
-1,813
-8% -$95.6K ﹤0.01% 1946
2026
Q1 		$1.21M Buy
22,870
+2,234
+11% +$132K ﹤0.01% 1755
2025
Q4 		$1.25M Buy
20,636
+2,371
+13% +$140K ﹤0.01% 1602
2025
Q3 		$1.16M Sell
18,265
-384
-2% -$24.8K ﹤0.01% 1529
2025
Q2 		$1.1M Sell
18,649
-28,035
-60% -$1.55M ﹤0.01% 1475
2025
Q1 		$2.64M Sell
46,684
-11,600
-20% -$690K 0.01% 994
2024
Q4 		$3.41M Sell
58,284
-278
-0.5% -$14.8K 0.01% 863
2024
Q3 		$2.94M Sell
58,562
-6,397
-10% -$320K 0.01% 923
2024
Q2 		$3.28M Sell
64,959
-4,589
-7% -$224K 0.01% 734
2024
Q1 		$3.29M Buy
69,548
+33,119
+91% +$1.5M 0.01% 789
2023
Q4 		$1.57M Buy
+36,429
New +$1.49M 0.01% 841
2023
Q2 		– Sell
-6,793
Closed -$268K – 1833
2023
Q1 		$268K Buy
+6,793
New +$268K ﹤0.01% 1584
2021
Q4 		– Sell
-5,263
Closed -$216K – 1037
2021
Q3 		$216K Buy
+5,263
New +$219K ﹤0.01% 634

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners's MAIN Position: Q2 2026 in Review

Cerity Partners reduced its Main Street Capital (MAIN) stake by 7.9% in Q2 2026, selling an estimated $95.6K and leaving 21,057 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Cerity Partners first reported a position in MAIN in Q3 2021 and has held it in 13 quarters since. The position peaked at $3.41M in Q4 2024. 382 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Cerity Partners held 21,057 shares of Main Street Capital worth $1.09M as of Q2 2026.
  • Cerity Partners sold 1,813 Main Street Capital shares in Q2 2026, an estimated $95.6K.
  • Main Street Capital made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1946 holding.
  • Cerity Partners first reported a position in Main Street Capital in Q3 2021 and has held it in 13 quarters since.
  • Cerity Partners's Main Street Capital position peaked at $3.41M in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.