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

HHM 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	$141K	Sell	2,709 -76	-3%	-$4.01K	0.01%	251
2026 Q1	$147K	Sell	2,785 -100	-3%	-$5.92K	0.02%	221
2025 Q4	$174K	Sell	2,885 -400	-12%	-$23.6K	0.02%	211
2025 Q3	$209K	Hold	3,285	–	–	0.02%	198
2025 Q2	$194K	Hold	3,285	–	–	0.02%	205
2025 Q1	$186K	Hold	3,285	–	–	0.03%	190
2024 Q4	$192K	Hold	3,285	–	–	0.03%	190
2024 Q3	$165K	Sell	3,285 -700	-18%	-$35K	0.02%	199
2024 Q2	$201K	Buy	3,985 +3,900	+4,588%	+$190K	0.03%	171
2024 Q1	$4.02K	Hold	85	–	–	﹤0.01%	644
2023 Q4	$3.67K	Hold	85	–	–	﹤0.01%	652
2023 Q3	$3.45K	Hold	85	–	–	﹤0.01%	679
2023 Q2	$3.4K	Hold	85	–	–	﹤0.01%	700
2023 Q1	$3.35K	Hold	85	–	–	﹤0.01%	688
2022 Q4	$3.14K	Hold	85	–	–	﹤0.01%	570
2022 Q3	$3K	Sell	85 -1,000	-92%	-$41.2K	﹤0.01%	582
2022 Q2	$42K	Hold	1,085	–	–	0.01%	302
2022 Q1	$46K	Hold	1,085	–	–	0.01%	322
2021 Q4	$49K	Hold	1,085	–	–	0.01%	313
2021 Q3	$45K	Hold	1,085	–	–	0.01%	308
2021 Q2	$45K	Buy	1,085 +85	+9%	+$3.53K	0.01%	312
2021 Q1	$39K	Hold	1,000	–	–	0.01%	312
2020 Q4	$32K	Hold	1,000	–	–	0.01%	310
2020 Q3	$30K	Hold	1,000	–	–	0.01%	279
2020 Q2	$31K	Hold	1,000	–	–	0.01%	268
2020 Q1	$21K	Buy	+1,000	New	+$37.4K	0.01%	294

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

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

HHM Wealth Advisors reduced its Main Street Capital (MAIN) stake by 2.7% in Q2 2026, selling an estimated $4.01K and leaving 2,709 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #251.

HHM Wealth Advisors first reported a position in MAIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $209K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

HHM Wealth Advisors held 2,709 shares of Main Street Capital worth $141K as of Q2 2026.
HHM Wealth Advisors sold 76 Main Street Capital shares in Q2 2026, an estimated $4.01K.
Main Street Capital made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #251 holding.
HHM Wealth Advisors first reported a position in Main Street Capital in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Main Street Capital position peaked at $209K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

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