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

Moser 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
2025 Q2	$29.6K	Hold	500	–	–	0.01%	117
2025 Q1	$28.3K	Hold	500	–	–	0.01%	113
2024 Q4	$29.3K	Hold	500	–	–	0.02%	98
2024 Q3	$25.1K	Hold	500	–	–	0.01%	104
2024 Q2	$25.2K	Hold	500	–	–	0.01%	107
2024 Q1	$23.7K	Hold	500	–	–	0.01%	106
2023 Q4	$21.6K	Hold	500	–	–	0.01%	104
2023 Q3	$20.3K	Hold	500	–	–	0.01%	100
2023 Q2	$20K	Buy	+500	New	+$19.8K	0.01%	101
2022 Q4	$18.5K	Hold	500	–	–	0.01%	99
2022 Q3	$17K	Hold	500	–	–	0.01%	103
2022 Q2	$19K	Hold	500	–	–	0.01%	102
2022 Q1	$21K	Hold	500	–	–	0.01%	102
2021 Q4	$22K	Hold	500	–	–	0.01%	104
2021 Q3	$21K	Hold	500	–	–	0.01%	104
2021 Q2	$21K	Buy	+500	New	+$20.8K	0.01%	103

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moser Wealth Advisors's MAIN Position: Q2 2025 in Review

Moser Wealth Advisors held its Main Street Capital (MAIN) position steady in Q2 2025 at 500 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #117.

Moser Wealth Advisors first reported a position in MAIN in Q2 2021 and has held it in 16 quarters since. 404 funds tracked by Wall St. Rank hold MAIN as of Q2 2025.

Moser Wealth Advisors held 500 shares of Main Street Capital worth $29.6K as of Q2 2025.
Moser Wealth Advisors left its Main Street Capital share count unchanged in Q2 2025.
Main Street Capital made up 0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #117 holding.
Moser Wealth Advisors first reported a position in Main Street Capital in Q2 2021 and has held it in 16 quarters since.
404 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.