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WCG Wealth Advisors’s Main Street Capital MAIN Stock Holding History

WCG Wealth 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 		$731K Hold
14,095
– – 0.02% 448
2026
Q1 		$746K Sell
14,095
-1,375
-9% -$81.4K 0.02% 412
2025
Q4 		$934K Sell
15,470
-795
-5% -$46.9K 0.03% 367
2025
Q3 		$1.03M Hold
16,265
– – 0.06% 227
2025
Q2 		$961K Buy
16,265
+550
+3% +$30.4K 0.06% 230
2025
Q1 		$889K Buy
15,715
+5,100
+48% +$303K 0.07% 207
2024
Q4 		$622K Buy
10,615
+500
+5% +$26.7K 0.04% 242
2024
Q3 		$507K Buy
+10,115
New +$506K 0.03% 270

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

WCG Wealth Advisors's MAIN Position: Q2 2026 in Review

WCG Wealth Advisors held its Main Street Capital (MAIN) position steady in Q2 2026 at 14,095 shares worth $731K. The position accounts for 0.02% of the portfolio, ranked #448.

WCG Wealth Advisors first reported a position in MAIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • WCG Wealth Advisors held 14,095 shares of Main Street Capital worth $731K as of Q2 2026.
  • WCG Wealth Advisors left its Main Street Capital share count unchanged in Q2 2026.
  • Main Street Capital made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #448 holding.
  • WCG Wealth Advisors first reported a position in Main Street Capital in Q3 2024 and has held it in 8 quarters since.
  • WCG Wealth Advisors's Main Street Capital position peaked at $1.03M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

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