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Meridian Wealth Management’s Main Street Capital MAIN Stock Holding History

Meridian Wealth Management’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 		$5.65M Buy
108,809
+7,612
+8% +$401K 0.17% 116
2026
Q1 		$5.36M Buy
101,197
+2,912
+3% +$172K 0.19% 106
2025
Q4 		$5.94M Buy
98,285
+927
+1% +$54.7K 0.21% 93
2025
Q3 		$6.19M Sell
97,358
-2,730
-3% -$176K 0.24% 86
2025
Q2 		$5.92M Sell
100,088
-2,602
-3% -$144K 0.25% 91
2025
Q1 		$5.81M Sell
102,690
-6,595
-6% -$392K 0.28% 84
2024
Q4 		$6.4M Buy
109,285
+538
+0.5% +$28.7K 0.3% 73
2024
Q3 		$5.45M Sell
108,747
-3,288
-3% -$164K 0.27% 80
2024
Q2 		$5.66M Buy
+112,035
New +$5.47M 0.68% 33
2024
Q1 		– Sell
-110,998
Closed -$4.8M – 368
2023
Q4 		$4.8M Buy
110,998
+12,113
+12% +$495K 0.31% 72
2023
Q3 		$4.02M Buy
98,885
+21,809
+28% +$890K 0.25% 87
2023
Q2 		$3.09M Buy
77,076
+2,758
+4% +$109K 0.26% 78
2023
Q1 		$2.93M Buy
74,318
+3,056
+4% +$120K 0.26% 92
2022
Q4 		$2.63M Sell
71,262
-16,524
-19% -$604K 0.26% 89
2022
Q3 		$2.95M Buy
87,786
+2,116
+2% +$87.2K 0.32% 72
2022
Q2 		$3.3M Sell
85,670
-1,269
-1% -$49.6K 0.27% 92
2022
Q1 		$3.71M Buy
86,939
+2,543
+3% +$109K 0.41% 50
2021
Q4 		$3.79M Buy
84,396
+15,322
+22% +$674K 0.4% 48
2021
Q3 		$2.84M Buy
+69,074
New +$2.87M 0.35% 62

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Invesco
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
MC
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

Meridian Wealth Management's MAIN Position: Q2 2026 in Review

Meridian Wealth Management increased its Main Street Capital (MAIN) stake by 7.5% in Q2 2026, buying an estimated $401K and bringing the position to 108,809 shares worth $5.65M. The position accounts for 0.17% of the portfolio, ranked #116.

Meridian Wealth Management first reported a position in MAIN in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.4M in Q4 2024. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Meridian Wealth Management held 108,809 shares of Main Street Capital worth $5.65M as of Q2 2026.
  • Meridian Wealth Management bought 7,612 Main Street Capital shares in Q2 2026, an estimated $401K.
  • Main Street Capital made up 0.17% of Meridian Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Meridian Wealth Management first reported a position in Main Street Capital in Q3 2021 and has held it in 19 quarters since.
  • Meridian Wealth Management's Main Street Capital position peaked at $6.4M in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

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