Crestwood Advisors Group’s Main Street Capital MAIN Stock Holding History

Crestwood Advisors Group’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	$303K	Hold	5,847	–	–	﹤0.01%	674
2026 Q1	$310K	Hold	5,847	–	–	0.01%	562
2025 Q4	$353K	Hold	5,847	–	–	0.01%	478
2025 Q3	$372K	Hold	5,847	–	–	0.01%	415
2025 Q2	$346K	Hold	5,847	–	–	0.01%	413
2025 Q1	$331K	Hold	5,847	–	–	0.01%	406
2024 Q4	$343K	Hold	5,847	–	–	0.01%	359
2024 Q3	$293K	Hold	5,847	–	–	0.01%	372
2024 Q2	$295K	Buy	+5,847	New	+$285K	0.01%	353

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

Crestwood Advisors Group's MAIN Position: Q2 2026 in Review

Crestwood Advisors Group held its Main Street Capital (MAIN) position steady in Q2 2026 at 5,847 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Crestwood Advisors Group first reported a position in MAIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $372K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Crestwood Advisors Group held 5,847 shares of Main Street Capital worth $303K as of Q2 2026.
Crestwood Advisors Group left its Main Street Capital share count unchanged in Q2 2026.
Main Street Capital made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #674 holding.
Crestwood Advisors Group first reported a position in Main Street Capital in Q2 2024 and has held it in 9 quarters since.
Crestwood Advisors Group's Main Street Capital position peaked at $372K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.