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 Q2	$218K	Buy	4,201 +1	+0%	+$53	0.02%	499
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 $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

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

United Advisor Group's MAIN Position: Q2 2026 in Review

United Advisor Group increased its Main Street Capital (MAIN) stake by 0.02% in Q2 2026, buying an estimated $53 and bringing the position to 4,201 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #499.

United Advisor Group first reported a position in MAIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $495K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

United Advisor Group held 4,201 shares of Main Street Capital worth $218K as of Q2 2026.
United Advisor Group bought 1 Main Street Capital share in Q2 2026, an estimated $53.
Main Street Capital made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #499 holding.
United Advisor Group first reported a position in Main Street Capital in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Main Street Capital position peaked at $495K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.