United Advisor Group’s Main Street Capital MAIN Stock Holding History

United Advisor Group’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	$222K	Sell	4,200 -1,150	-21%	-$68.1K	0.03%	468
2025 Q4	$323K	Sell	5,350 -2,428	-31%	-$143K	0.04%	360
2025 Q3	$495K	Buy	7,778 +125	+2%	+$8.08K	0.07%	267
2025 Q2	$452K	Hold	7,653	–	–	0.08%	236
2025 Q1	$433K	Sell	7,653 -60	-0.8%	-$3.57K	0.09%	211
2024 Q4	$452K	Buy	7,713 +60	+0.8%	+$3.2K	0.09%	212
2024 Q3	$384K	Sell	7,653 -730	-9%	-$36.5K	0.09%	232
2024 Q2	$423K	Hold	8,383	–	–	0.13%	154
2024 Q1	$397K	Buy	+8,383	New	+$379K	0.15%	139

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

United Advisor Group's MAIN Position: Q1 2026 in Review

United Advisor Group reduced its Main Street Capital (MAIN) stake by 21% in Q1 2026, selling an estimated $68.1K and leaving 4,200 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #468.

United Advisor Group first reported a position in MAIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $495K in Q3 2025. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

United Advisor Group held 4,200 shares of Main Street Capital worth $222K as of Q1 2026.
United Advisor Group sold 1,150 Main Street Capital shares in Q1 2026, an estimated $68.1K.
Main Street Capital made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #468 holding.
United Advisor Group first reported a position in Main Street Capital in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Main Street Capital position peaked at $495K in Q3 2025.
421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.