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OneDigital Investment Advisors’s Main Street Capital MAIN Stock Holding History

OneDigital Investment 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 		– Sell
-5,250
Closed -$297K – 1491
2025
Q1 		$297K Sell
5,250
-2,909
-36% -$173K ﹤0.01% 1109
2024
Q4 		$478K Sell
8,159
-330
-4% -$17.6K 0.01% 907
2024
Q3 		$426K Buy
8,489
+23
+0.3% +$1.15K ﹤0.01% 1000
2024
Q2 		$427K Buy
8,466
+141
+2% +$6.88K 0.01% 969
2024
Q1 		$394K Buy
8,325
+234
+3% +$10.6K 0.01% 825
2023
Q4 		$350K Sell
8,091
-315
-4% -$12.9K 0.01% 858
2023
Q3 		$342K Sell
8,406
-703
-8% -$28.7K 0.01% 766
2023
Q2 		$365K Buy
9,109
+169
+2% +$6.7K 0.01% 747
2023
Q1 		$353K Buy
8,940
+368
+4% +$14.5K 0.01% 719
2022
Q4 		$317K Buy
8,572
+19
+0.2% +$694 0.01% 656
2022
Q3 		$288K Buy
8,553
+20
+0.2% +$824 0.01% 613
2022
Q2 		$329K Sell
8,533
-2,486
-23% -$97.2K 0.01% 535
2022
Q1 		$470K Buy
11,019
+1,915
+21% +$82K 0.02% 456
2021
Q4 		$408K Buy
9,104
+17
+0.2% +$747 0.01% 508
2021
Q3 		$373K Sell
9,087
-489
-5% -$20.3K 0.01% 511
2021
Q2 		$393K Sell
9,576
-438
-4% -$18.2K 0.02% 479
2021
Q1 		$392K Sell
10,014
-1,624
-14% -$57K 0.02% 439
2020
Q4 		$375K Buy
11,638
+28
+0.2% +$860 0.02% 420
2020
Q3 		$343K Buy
11,610
+50
+0.4% +$1.53K 0.02% 387
2020
Q2 		$360K Buy
11,560
+1,614
+16% +$45.5K 0.03% 393
2020
Q1 		$204K Buy
9,946
+386
+4% +$14.4K 0.02% 476
2019
Q4 		$412K Buy
9,560
+1
+0% +$43 0.03% 348
2019
Q3 		$413K Sell
9,559
-10,430
-52% -$445K 0.04% 313
2019
Q2 		$822K Buy
19,989
+11,906
+147% +$474K 0.06% 179
2019
Q1 		$301K Sell
8,083
-1,651
-17% -$61.5K 0.04% 227
2018
Q4 		$329K Hold
9,734
– – 0.06% 205
2018
Q3 		$375K Buy
9,734
+1,797
+23% +$71.2K 0.09% 121
2018
Q2 		$302K Sell
7,937
-1,206
-13% -$45.9K 0.06% 165
2018
Q1 		$337K Buy
9,143
+400
+5% +$15K 0.07% 170
2017
Q4 		$347K Buy
8,743
+2,613
+43% +$105K 0.04% 167
2017
Q3 		$244K Buy
6,130
+2,299
+60% +$90.3K 0.09% 129
2017
Q2 		$147K Buy
+3,831
New +$149K 0.04% 244

Other funds holding MAIN

T. Rowe Price Associates
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's MAIN Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of Main Street Capital (MAIN) in Q2 2025, closing a stake of 5,250 shares — an estimated $297K sold.

OneDigital Investment Advisors first reported a position in MAIN in Q2 2017 and held it in 32 quarters. The position peaked at $822K in Q2 2019. 404 funds tracked by Wall St. Rank hold MAIN as of Q2 2025.

  • OneDigital Investment Advisors reported no remaining Main Street Capital position as of Q2 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,250 Main Street Capital shares in Q2 2025, an estimated $297K.
  • OneDigital Investment Advisors first reported a position in Main Street Capital in Q2 2017 and held it in 32 quarters.
  • OneDigital Investment Advisors's Main Street Capital position peaked at $822K in Q2 2019.
  • 404 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.