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

Evermay 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 Q1	–	Sell	-10	Closed	-$604	–	612
2025 Q4	$604	Hold	10	–	–	﹤0.01%	543
2025 Q3	$636	Hold	10	–	–	﹤0.01%	519
2025 Q2	$591	Buy	+10	New	+$553	﹤0.01%	532
2022 Q2	–	Sell	-1,060	Closed	-$45K	–	544
2022 Q1	$45K	Sell	1,060 -1	-0.1%	-$43	0.01%	306
2021 Q4	$48K	Sell	1,061 -99	-9%	-$4.35K	0.01%	282
2021 Q3	$48K	Hold	1,160	–	–	0.01%	268
2021 Q2	$48K	Buy	+1,160	New	+$48.2K	0.01%	291

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Evermay Wealth Management's MAIN Position: Q1 2026 in Review

Evermay Wealth Management sold out of Main Street Capital (MAIN) in Q1 2026, closing a stake of 10 shares — an estimated $604 sold.

Evermay Wealth Management first reported a position in MAIN in Q2 2021 and held it in 7 quarters. The position peaked at $48K in Q4 2021. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

Evermay Wealth Management reported no remaining Main Street Capital position as of Q1 2026 after selling out during the quarter.
Evermay Wealth Management sold 10 Main Street Capital shares in Q1 2026, an estimated $604.
Evermay Wealth Management first reported a position in Main Street Capital in Q2 2021 and held it in 7 quarters.
Evermay Wealth Management's Main Street Capital position peaked at $48K in Q4 2021.
421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.