EverSource Wealth Advisors’s Main Street Capital MAIN Stock Holding History

EverSource Wealth Advisors’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	$49.6K	Sell	956 -16	-2%	-$843	﹤0.01%	1784
2026 Q1	$51.5K	Buy	972 +17	+2%	+$1.01K	﹤0.01%	1856
2025 Q4	$57.7K	Buy	955 +24	+3%	+$1.42K	﹤0.01%	1649
2025 Q3	$59.2K	Hold	931	–	–	﹤0.01%	1582
2025 Q2	$55K	Hold	931	–	–	﹤0.01%	1557
2025 Q1	$52.7K	Sell	931 -152	-14%	-$9.04K	﹤0.01%	1217
2024 Q4	$63.4K	Hold	1,083	–	–	﹤0.01%	1081
2024 Q3	$54.3K	Hold	1,083	–	–	﹤0.01%	1033
2024 Q2	$55.4K	Hold	1,083	–	–	﹤0.01%	1043
2024 Q1	$53.7K	Hold	1,083	–	–	﹤0.01%	957
2023 Q4	$46.8K	Sell	1,083 -3,200	-75%	-$131K	﹤0.01%	925
2023 Q3	$174K	Sell	4,283 -200	-4%	-$8.16K	0.02%	428
2023 Q2	$179K	Buy	4,483 +307	+7%	+$12.2K	0.02%	421
2023 Q1	$165K	Hold	4,176	–	–	0.02%	411
2022 Q4	$154K	Buy	4,176 +3,313	+384%	+$121K	0.02%	395
2022 Q3	$29K	Buy	863 +11	+1%	+$453	0.01%	782
2022 Q2	$33K	Hold	852	–	–	0.01%	705
2022 Q1	$36K	Hold	852	–	–	0.01%	527
2021 Q4	$38K	Buy	+852	New	+$37.5K	0.01%	478

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

EverSource Wealth Advisors's MAIN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Main Street Capital (MAIN) stake by 1.6% in Q2 2026, selling an estimated $843 and leaving 956 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

EverSource Wealth Advisors first reported a position in MAIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $179K in Q2 2023. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

EverSource Wealth Advisors held 956 shares of Main Street Capital worth $49.6K as of Q2 2026.
EverSource Wealth Advisors sold 16 Main Street Capital shares in Q2 2026, an estimated $843.
Main Street Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1784 holding.
EverSource Wealth Advisors first reported a position in Main Street Capital in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Main Street Capital position peaked at $179K in Q2 2023.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.