MAM
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Milestone Asset Management’s Main Street Capital MAIN Stock Holding History

Milestone Asset 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 		$279K Sell
5,379
-15,306
-74% -$807K 0.04% 228
2026
Q1 		$1.1M Buy
20,685
+4,813
+30% +$285K 0.2% 110
2025
Q4 		$959K Sell
15,872
-3,565
-18% -$210K 0.18% 112
2025
Q3 		$1.24M Buy
19,437
+2,570
+15% +$166K 0.23% 73
2025
Q2 		$997K Buy
16,867
+5,281
+46% +$292K 0.21% 88
2025
Q1 		$655K Buy
11,586
+1,194
+11% +$71K 0.14% 115
2024
Q4 		$609K Buy
10,392
+3,843
+59% +$205K 0.13% 142
2024
Q3 		$328K Buy
6,549
+34
+0.5% +$1.7K 0.07% 171
2024
Q2 		$329K Buy
6,515
+356
+6% +$17.4K 0.08% 156
2024
Q1 		$291K Buy
+6,159
New +$278K 0.08% 144

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

Milestone Asset Management's MAIN Position: Q2 2026 in Review

Milestone Asset Management reduced its Main Street Capital (MAIN) stake by 74% in Q2 2026, selling an estimated $807K and leaving 5,379 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #228.

Milestone Asset Management first reported a position in MAIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Milestone Asset Management held 5,379 shares of Main Street Capital worth $279K as of Q2 2026.
  • Milestone Asset Management sold 15,306 Main Street Capital shares in Q2 2026, an estimated $807K.
  • Main Street Capital made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #228 holding.
  • Milestone Asset Management first reported a position in Main Street Capital in Q1 2024 and has held it in 10 quarters since.
  • Milestone Asset Management's Main Street Capital position peaked at $1.24M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.