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Naviter Wealth’s Main Street Capital MAIN Stock Holding History

Naviter Wealth’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 		$5.23M Buy
100,862
+15,872
+19% +$837K 0.47% 45
2026
Q1 		$4.5M Buy
84,990
+11,022
+15% +$653K 0.56% 35
2025
Q4 		$4.47M Sell
73,968
-7,762
-9% -$458K 0.58% 34
2025
Q3 		$5.2M Buy
81,730
+5,052
+7% +$326K 0.6% 30
2025
Q2 		$4.53M Buy
76,678
+6,720
+10% +$371K 0.56% 34
2025
Q1 		$3.96M Buy
69,958
+3,790
+6% +$225K 0.48% 50
2024
Q4 		$3.88M Buy
66,168
+4,765
+8% +$254K 0.47% 51
2024
Q3 		$3.08M Buy
61,403
+6,026
+11% +$301K 0.43% 59
2024
Q2 		$2.8M Buy
55,377
+12,471
+29% +$609K 0.42% 60
2024
Q1 		$2.03M Buy
+42,906
New +$1.94M 0.33% 81

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

Naviter Wealth's MAIN Position: Q2 2026 in Review

Naviter Wealth increased its Main Street Capital (MAIN) stake by 19% in Q2 2026, buying an estimated $837K and bringing the position to 100,862 shares worth $5.23M. The position accounts for 0.47% of the portfolio, ranked #45.

Naviter Wealth first reported a position in MAIN in Q1 2024 and has held it in 10 quarters since. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Naviter Wealth held 100,862 shares of Main Street Capital worth $5.23M as of Q2 2026.
  • Naviter Wealth bought 15,872 Main Street Capital shares in Q2 2026, an estimated $837K.
  • Main Street Capital made up 0.47% of Naviter Wealth's portfolio in Q2 2026, its #45 holding.
  • Naviter Wealth first reported a position in Main Street Capital in Q1 2024 and has held it in 10 quarters since.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.