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

Mindset 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	$733K	Buy	14,125 +314	+2%	+$16.5K	0.14%	73
2026 Q1	$731K	Buy	13,811 +932	+7%	+$55.2K	0.2%	64
2025 Q4	$778K	Buy	12,879 +359	+3%	+$21.2K	0.2%	53
2025 Q3	$796K	Hold	12,520	–	–	0.22%	48
2025 Q2	$740K	Buy	12,520 +425	+4%	+$23.5K	0.24%	45
2025 Q1	$684K	Buy	12,095 +16	+0.1%	+$951	0.27%	40
2024 Q4	$708K	Hold	12,079	–	–	0.26%	36
2024 Q3	$606K	Buy	+12,079	New	+$604K	0.25%	42

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

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

Mindset Wealth Management increased its Main Street Capital (MAIN) stake by 2.3% in Q2 2026, buying an estimated $16.5K and bringing the position to 14,125 shares worth $733K. The position accounts for 0.14% of the portfolio, ranked #73.

Mindset Wealth Management first reported a position in MAIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $796K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Mindset Wealth Management held 14,125 shares of Main Street Capital worth $733K as of Q2 2026.
Mindset Wealth Management bought 314 Main Street Capital shares in Q2 2026, an estimated $16.5K.
Main Street Capital made up 0.14% of Mindset Wealth Management's portfolio in Q2 2026, its #73 holding.
Mindset Wealth Management first reported a position in Main Street Capital in Q3 2024 and has held it in 8 quarters since.
Mindset Wealth Management's Main Street Capital position peaked at $796K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.