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

Lowe 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
2025 Q3	$22.3K	Hold	350	–	–	0.01%	194
2025 Q2	$20.7K	Sell	350 -350	-50%	-$19.3K	0.01%	197
2025 Q1	$39.6K	Hold	700	–	–	0.02%	151
2024 Q4	$41K	Hold	700	–	–	0.02%	144
2024 Q3	$35.1K	Hold	700	–	–	0.02%	144
2024 Q2	$35.3K	Hold	700	–	–	0.02%	144
2024 Q1	$33.1K	Hold	700	–	–	0.02%	137
2023 Q4	$30.3K	Hold	700	–	–	0.02%	139
2023 Q3	$28.4K	Hold	700	–	–	0.02%	132
2023 Q2	$28K	Hold	700	–	–	0.01%	137
2023 Q1	$27.6K	Hold	700	–	–	0.01%	138
2022 Q4	$25.9K	Hold	700	–	–	0.01%	142
2022 Q3	$24K	Hold	700	–	–	0.01%	138
2022 Q2	$27K	Hold	700	–	–	0.01%	124
2022 Q1	$30K	Hold	700	–	–	0.01%	127
2021 Q4	$31K	Hold	700	–	–	0.01%	124
2021 Q3	$29K	Hold	700	–	–	0.01%	121
2021 Q2	$29K	Hold	700	–	–	0.01%	119
2021 Q1	$27K	Hold	700	–	–	0.01%	118
2020 Q4	$23K	Hold	700	–	–	0.01%	124
2020 Q3	$21K	Buy	+700	New	+$21.4K	0.01%	119

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AHC

Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Lowe Wealth Advisors's MAIN Position: Q3 2025 in Review

Lowe Wealth Advisors held its Main Street Capital (MAIN) position steady in Q3 2025 at 350 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #194.

Lowe Wealth Advisors first reported a position in MAIN in Q3 2020 and has held it in 21 quarters since. The position peaked at $41K in Q4 2024. 407 funds tracked by Wall St. Rank hold MAIN as of Q3 2025.

Lowe Wealth Advisors held 350 shares of Main Street Capital worth $22.3K as of Q3 2025.
Lowe Wealth Advisors left its Main Street Capital share count unchanged in Q3 2025.
Main Street Capital made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #194 holding.
Lowe Wealth Advisors first reported a position in Main Street Capital in Q3 2020 and has held it in 21 quarters since.
Lowe Wealth Advisors's Main Street Capital position peaked at $41K in Q4 2024.
407 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.