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 Q2	$519K	Hold	10,000	–	–	0.03%	273
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 $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

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

Icon Wealth Advisors held its Main Street Capital (MAIN) position steady in Q2 2026 at 10,000 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #273.

Icon Wealth Advisors first reported a position in MAIN in Q3 2022 and has held it in 13 quarters since. The position peaked at $579K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Icon Wealth Advisors held 10,000 shares of Main Street Capital worth $519K as of Q2 2026.
Icon Wealth Advisors left its Main Street Capital share count unchanged in Q2 2026.
Main Street Capital made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #273 holding.
Icon Wealth Advisors first reported a position in Main Street Capital in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Main Street Capital position peaked at $579K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.