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Waverly Advisors’s Main Street Capital MAIN Stock Holding History

Waverly Advisors’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 		– Sell
-4,650
Closed -$246K – 1799
2026
Q1 		$246K Buy
4,650
+1,108
+31% +$65.6K ﹤0.01% 1408
2025
Q4 		$214K Buy
+3,542
New +$209K ﹤0.01% 1363

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

Waverly Advisors's MAIN Position: Q2 2026 in Review

Waverly Advisors sold out of Main Street Capital (MAIN) in Q2 2026, closing a stake of 4,650 shares — an estimated $246K sold.

Waverly Advisors first reported a position in MAIN in Q4 2025 and held it in 2 quarters. The position peaked at $246K in Q1 2026. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Waverly Advisors reported no remaining Main Street Capital position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 4,650 Main Street Capital shares in Q2 2026, an estimated $246K.
  • Waverly Advisors first reported a position in Main Street Capital in Q4 2025 and held it in 2 quarters.
  • Waverly Advisors's Main Street Capital position peaked at $246K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.