Cornerstone Wealth Management’s Main Street Capital MAIN Stock Holding History

Cornerstone 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	$214K	Buy	+4,133	New	+$218K	0.01%	704
2026 Q1	–	Sell	-3,674	Closed	-$222K	–	727
2025 Q4	$222K	Buy	3,674 +20	+0.5%	+$1.18K	0.01%	629
2025 Q3	$232K	Buy	3,654 +29	+0.8%	+$1.87K	0.01%	604
2025 Q2	$214K	Sell	3,625 -182	-5%	-$10.1K	0.01%	598
2025 Q1	$215K	Buy	3,807 +244	+7%	+$14.5K	0.01%	565
2024 Q4	$209K	Buy	+3,563	New	+$190K	0.01%	555
2020 Q1	–	Sell	-4,719	Closed	-$203K	–	365
2019 Q4	$203K	Buy	4,719 +68	+1%	+$2.91K	0.03%	331
2019 Q3	$201K	Buy	+4,651	New	+$198K	0.04%	326

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

Cornerstone Wealth Management's MAIN Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Main Street Capital (MAIN) in Q2 2026: 4,133 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in MAIN as recently as Q4 2025.

Cornerstone Wealth Management first reported a position in MAIN in Q3 2019 and has held it in 8 quarters since. The position peaked at $232K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Cornerstone Wealth Management held 4,133 shares of Main Street Capital worth $214K as of Q2 2026.
Main Street Capital was a new Cornerstone Wealth Management position in Q2 2026.
Main Street Capital made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #704 holding.
Cornerstone Wealth Management first reported a position in Main Street Capital in Q3 2019 and has held it in 8 quarters since.
Cornerstone Wealth Management's Main Street Capital position peaked at $232K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.