NewEdge Wealth’s Main Street Capital MAIN Stock Holding History

NewEdge 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	$757K	Hold	14,584	–	–	0.01%	730
2026 Q1	$772K	Hold	14,584	–	–	0.01%	693
2025 Q4	$881K	Hold	14,584	–	–	0.01%	665
2025 Q3	$834K	Buy	14,584 +500	+4%	+$32.3K	0.01%	606
2025 Q2	$895K	Sell	14,084 -5	-0%	-$276	0.01%	563
2025 Q1	$797K	Buy	14,089 +5	+0%	+$297	0.01%	527
2024 Q4	$825K	Hold	14,084	–	–	0.01%	522
2024 Q3	$706K	Hold	14,084	–	–	0.01%	538
2024 Q2	$711K	Sell	14,084 -5,000	-26%	-$244K	0.02%	471
2024 Q1	$952K	Buy	+19,084	New	+$862K	0.02%	436

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

NewEdge Wealth's MAIN Position: Q2 2026 in Review

NewEdge Wealth held its Main Street Capital (MAIN) position steady in Q2 2026 at 14,584 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #730.

NewEdge Wealth first reported a position in MAIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $952K in Q1 2024. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

NewEdge Wealth held 14,584 shares of Main Street Capital worth $757K as of Q2 2026.
NewEdge Wealth left its Main Street Capital share count unchanged in Q2 2026.
Main Street Capital made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #730 holding.
NewEdge Wealth first reported a position in Main Street Capital in Q1 2024 and has held it in 10 quarters since.
NewEdge Wealth's Main Street Capital position peaked at $952K in Q1 2024.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.