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

Iams 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 Q2	$316K	Hold	6,100	–	–	0.1%	161
2026 Q1	$323K	Hold	6,100	–	–	0.11%	163
2025 Q4	$368K	Hold	6,100	–	–	0.13%	144
2025 Q3	$388K	Hold	6,100	–	–	0.16%	135
2025 Q2	$361K	Sell	6,100 -2,700	-31%	-$149K	0.17%	131
2025 Q1	$498K	Hold	8,800	–	–	0.23%	111
2024 Q4	$516K	Hold	8,800	–	–	0.24%	106
2024 Q3	$441K	Hold	8,800	–	–	0.22%	104
2024 Q2	$444K	Buy	+8,800	New	+$429K	0.24%	101

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

Iams Wealth Management's MAIN Position: Q2 2026 in Review

Iams Wealth Management held its Main Street Capital (MAIN) position steady in Q2 2026 at 6,100 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #161.

Iams Wealth Management first reported a position in MAIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $516K in Q4 2024. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Iams Wealth Management held 6,100 shares of Main Street Capital worth $316K as of Q2 2026.
Iams Wealth Management left its Main Street Capital share count unchanged in Q2 2026.
Main Street Capital made up 0.1% of Iams Wealth Management's portfolio in Q2 2026, its #161 holding.
Iams Wealth Management first reported a position in Main Street Capital in Q2 2024 and has held it in 9 quarters since.
Iams Wealth Management's Main Street Capital position peaked at $516K in Q4 2024.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.