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

Icon 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 Q1	$538K	Buy	10,000 +900	+10%	+$53.3K	0.03%	248
2025 Q4	$550K	Hold	9,100	–	–	0.04%	244
2025 Q3	$579K	Hold	9,100	–	–	0.04%	242
2025 Q2	$538K	Hold	9,100	–	–	0.04%	238
2025 Q1	$515K	Hold	9,100	–	–	0.04%	218
2024 Q4	$533K	Hold	9,100	–	–	0.04%	208
2024 Q3	$456K	Hold	9,100	–	–	0.04%	218
2024 Q2	$466K	Hold	9,100	–	–	0.04%	218
2024 Q1	$431K	Hold	9,100	–	–	0.04%	227
2023 Q4	$393K	Buy	+9,100	New	+$372K	0.04%	223
2022 Q4	$336K	Hold	9,100	–	–	0.04%	237
2022 Q3	$306K	Buy	+9,100	New	+$375K	0.04%	242

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

Icon Wealth Advisors's MAIN Position: Q1 2026 in Review

Icon Wealth Advisors increased its Main Street Capital (MAIN) stake by 9.9% in Q1 2026, buying an estimated $53.3K and bringing the position to 10,000 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #248.

Icon Wealth Advisors first reported a position in MAIN in Q3 2022 and has held it in 12 quarters since. The position peaked at $579K in Q3 2025. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

Icon Wealth Advisors held 10,000 shares of Main Street Capital worth $538K as of Q1 2026.
Icon Wealth Advisors bought 900 Main Street Capital shares in Q1 2026, an estimated $53.3K.
Main Street Capital made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #248 holding.
Icon Wealth Advisors first reported a position in Main Street Capital in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Main Street Capital position peaked at $579K in Q3 2025.
421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

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