Creative Planning
MAIN icon

Creative Planning’s Main Street Capital MAIN Stock Holding History

Creative Planning’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
2015
Q4 		– Sell
-6,000
Closed -$1K – 4506
2015
Q3 		$1K Buy
+6,000
New +$177K ﹤0.01% 4110

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
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

Creative Planning's MAIN Position: Q2 2026 in Review

Creative Planning reduced its Main Street Capital (MAIN) stake by 11% in Q2 2026, selling an estimated $460K and leaving 73,515 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Creative Planning first reported a position in MAIN in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.97M in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Creative Planning held 73,515 shares of Main Street Capital worth $3.81M as of Q2 2026.
  • Creative Planning sold 8,732 Main Street Capital shares in Q2 2026, an estimated $460K.
  • Main Street Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1612 holding.
  • Creative Planning first reported a position in Main Street Capital in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Main Street Capital position peaked at $4.97M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.