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LWA
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
Shares
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
$865B AUM
30.76%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
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
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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