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

HighMark 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
2025
Q3 		– Sell
-34
Closed -$2.01K – 647
2025
Q2 		$2.01K Hold
34
– – ﹤0.01% 484
2025
Q1 		$1.92K Hold
34
– – ﹤0.01% 452
2024
Q4 		$1.99K Hold
34
– – ﹤0.01% 459
2024
Q3 		$1.71K Hold
34
– – ﹤0.01% 487
2024
Q2 		$1.72K Buy
+34
New +$1.66K ﹤0.01% 479

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

HighMark Wealth Management's MAIN Position: Q3 2025 in Review

HighMark Wealth Management sold out of Main Street Capital (MAIN) in Q3 2025, closing a stake of 34 shares — an estimated $2.01K sold.

HighMark Wealth Management first reported a position in MAIN in Q2 2024 and held it in 5 quarters. The position peaked at $2.01K in Q2 2025. 406 funds tracked by Wall St. Rank hold MAIN as of Q3 2025.

  • HighMark Wealth Management reported no remaining Main Street Capital position as of Q3 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 34 Main Street Capital shares in Q3 2025, an estimated $2.01K.
  • HighMark Wealth Management first reported a position in Main Street Capital in Q2 2024 and held it in 5 quarters.
  • HighMark Wealth Management's Main Street Capital position peaked at $2.01K in Q2 2025.
  • 406 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.