SWM
MAIN icon

SHP Wealth Management’s Main Street Capital MAIN Stock Holding History

SHP Wealth Management’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
Q1 		$200K Sell
3,775
-2
-0.1% -$118 0.02% 271
2025
Q4 		$228K Buy
+3,777
New +$223K 0.02% 234

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

SHP Wealth Management's MAIN Position: Q1 2026 in Review

SHP Wealth Management reduced its Main Street Capital (MAIN) stake by 0.05% in Q1 2026, selling an estimated $118 and leaving 3,775 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #271.

SHP Wealth Management first reported a position in MAIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $228K in Q4 2025. 423 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

  • SHP Wealth Management held 3,775 shares of Main Street Capital worth $200K as of Q1 2026.
  • SHP Wealth Management sold 2 Main Street Capital shares in Q1 2026, an estimated $118.
  • Main Street Capital made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #271 holding.
  • SHP Wealth Management first reported a position in Main Street Capital in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Main Street Capital position peaked at $228K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.