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 Q3	$218K	Sell	3,961 -172	-4%	-$9.6K	0.01%	703
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Childress Capital Advisors Houston, Texas $646M AUM 31.48% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bridgelight Financial Advisors Shelton, Connecticut $146M AUM 21.37% 1-Year Est. Return

Cornerstone Wealth Management's MAIN Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Main Street Capital (MAIN) stake by 4.2% in Q3 2026, selling an estimated $9.6K and leaving 3,961 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #703.

Cornerstone Wealth Management first reported a position in MAIN in Q3 2019 and has held it in 9 quarters since. The position peaked at $232K in Q3 2025. 248 funds tracked by Wall St. Rank hold MAIN as of Q3 2026.

Cornerstone Wealth Management held 3,961 shares of Main Street Capital worth $218K as of Q3 2026.
Cornerstone Wealth Management sold 172 Main Street Capital shares in Q3 2026, an estimated $9.6K.
Main Street Capital made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #703 holding.
Cornerstone Wealth Management first reported a position in Main Street Capital in Q3 2019 and has held it in 9 quarters since.
Cornerstone Wealth Management's Main Street Capital position peaked at $232K in Q3 2025.
248 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.