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 Q2	$445K	Hold	8,583	–	–	0.07%	97
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 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

Vertex Planning Partners's MAIN Position: Q2 2026 in Review

Vertex Planning Partners held its Main Street Capital (MAIN) position steady in Q2 2026 at 8,583 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #97.

Vertex Planning Partners first reported a position in MAIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $546K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Vertex Planning Partners held 8,583 shares of Main Street Capital worth $445K as of Q2 2026.
Vertex Planning Partners left its Main Street Capital share count unchanged in Q2 2026.
Main Street Capital made up 0.07% of Vertex Planning Partners's portfolio in Q2 2026, its #97 holding.
Vertex Planning Partners first reported a position in Main Street Capital in Q3 2024 and has held it in 8 quarters since.
Vertex Planning Partners's Main Street Capital position peaked at $546K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.