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RMR Wealth Builders’s Main Street Capital MAIN Stock Holding History

RMR Wealth Builders’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 		$620K Sell
11,948
-764
-6% -$40.3K 0.04% 176
2026
Q1 		$673K Sell
12,712
-209
-2% -$12.4K 0.05% 148
2025
Q4 		$780K Sell
12,921
-254
-2% -$15K 0.06% 133
2025
Q3 		$838K Buy
13,175
+27
+0.2% +$1.75K 0.07% 125
2025
Q2 		$777K Sell
13,148
-1,113
-8% -$61.5K 0.07% 137
2025
Q1 		$807K Buy
14,261
+121
+0.9% +$7.19K 0.08% 117
2024
Q4 		$828K Buy
14,140
+832
+6% +$44.3K 0.09% 121
2024
Q3 		$667K Sell
13,308
-1,644
-11% -$82.2K 0.07% 128
2024
Q2 		$755K Buy
14,952
+155
+1% +$7.56K 0.09% 114
2024
Q1 		$700K Buy
14,797
+28
+0.2% +$1.26K 0.08% 123
2023
Q4 		$638K Sell
14,769
-533
-3% -$21.8K 0.09% 120
2023
Q3 		$622K Sell
15,302
-126
-0.8% -$5.14K 0.1% 117
2023
Q2 		$618K Buy
15,428
+1,447
+10% +$57.4K 0.11% 98
2023
Q1 		$552K Buy
+13,981
New +$551K 0.1% 96
2021
Q2 		– Sell
-3,561
Closed -$139K – 468
2021
Q1 		$139K Buy
3,561
+532
+18% +$18.7K 0.04% 233
2020
Q4 		$98K Sell
3,029
-23,618
-89% -$725K 0.05% 204
2020
Q3 		$788K Buy
26,647
+25,229
+1,779% +$773K 0.2% 79
2020
Q2 		$44K Buy
+1,418
New +$40K 0.04% 238
2019
Q4 		$108K Buy
+2,514
New +$108K 0.1% 164

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

RMR Wealth Builders's MAIN Position: Q2 2026 in Review

RMR Wealth Builders reduced its Main Street Capital (MAIN) stake by 6% in Q2 2026, selling an estimated $40.3K and leaving 11,948 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #176.

RMR Wealth Builders first reported a position in MAIN in Q4 2019 and has held it in 19 quarters since. The position peaked at $838K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • RMR Wealth Builders held 11,948 shares of Main Street Capital worth $620K as of Q2 2026.
  • RMR Wealth Builders sold 764 Main Street Capital shares in Q2 2026, an estimated $40.3K.
  • Main Street Capital made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #176 holding.
  • RMR Wealth Builders first reported a position in Main Street Capital in Q4 2019 and has held it in 19 quarters since.
  • RMR Wealth Builders's Main Street Capital position peaked at $838K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.