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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
Q2 		$20.8K Sell
400
-3,375
-89% -$178K ﹤0.01% 768
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 $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

SHP Wealth Management's MAIN Position: Q2 2026 in Review

SHP Wealth Management reduced its Main Street Capital (MAIN) stake by 89% in Q2 2026, selling an estimated $178K and leaving 400 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

SHP Wealth Management first reported a position in MAIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • SHP Wealth Management held 400 shares of Main Street Capital worth $20.8K as of Q2 2026.
  • SHP Wealth Management sold 3,375 Main Street Capital shares in Q2 2026, an estimated $178K.
  • Main Street Capital made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #768 holding.
  • SHP Wealth Management first reported a position in Main Street Capital in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Main Street Capital position peaked at $228K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.