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Vertex Planning Partners’s Main Street Capital MAIN Stock Holding History

Vertex Planning Partners’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 		$455K Hold
8,583
– – 0.09% 80
2025
Q4 		$518K Hold
8,583
– – 0.12% 70
2025
Q3 		$546K Hold
8,583
– – 0.1% 105
2025
Q2 		$507K Hold
8,583
– – 0.11% 103
2025
Q1 		$485K Hold
8,583
– – 0.11% 107
2024
Q4 		$503K Buy
8,583
+3,383
+65% +$180K 0.11% 105
2024
Q3 		$261K Buy
+5,200
New +$260K 0.06% 140

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 $286M AUM 21.05% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Vertex Planning Partners's MAIN Position: Q1 2026 in Review

Vertex Planning Partners held its Main Street Capital (MAIN) position steady in Q1 2026 at 8,583 shares worth $455K. The position accounts for 0.09% of the portfolio, ranked #80.

Vertex Planning Partners first reported a position in MAIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $546K in Q3 2025. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

  • Vertex Planning Partners held 8,583 shares of Main Street Capital worth $455K as of Q1 2026.
  • Vertex Planning Partners left its Main Street Capital share count unchanged in Q1 2026.
  • Main Street Capital made up 0.09% of Vertex Planning Partners's portfolio in Q1 2026, its #80 holding.
  • Vertex Planning Partners first reported a position in Main Street Capital in Q3 2024 and has held it in 7 quarters since.
  • Vertex Planning Partners's Main Street Capital position peaked at $546K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.