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

Medallion 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	$1.17K	Buy	23 +1	+5%	+$53	﹤0.01%	1006
2026 Q1	$1.18K	Hold	22	–	–	﹤0.01%	1050
2025 Q4	$1.33K	Hold	22	–	–	﹤0.01%	1030
2025 Q3	$1.4K	Hold	22	–	–	﹤0.01%	1009
2025 Q2	$1.3K	Hold	22	–	–	﹤0.01%	1003
2025 Q1	$1.27K	Buy	+22	New	+$1.31K	﹤0.01%	970

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

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

Medallion Wealth Advisors increased its Main Street Capital (MAIN) stake by 4.5% in Q2 2026, buying an estimated $53 and bringing the position to 23 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Medallion Wealth Advisors first reported a position in MAIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.4K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Medallion Wealth Advisors held 23 shares of Main Street Capital worth $1.17K as of Q2 2026.
Medallion Wealth Advisors bought 1 Main Street Capital share in Q2 2026, an estimated $53.
Main Street Capital made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1006 holding.
Medallion Wealth Advisors first reported a position in Main Street Capital in Q1 2025 and has held it in 6 quarters since.
Medallion Wealth Advisors's Main Street Capital position peaked at $1.4K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.