Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Main Street Capital MAIN Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.46M Buy
27,657
+8,922
+48% +$470K ﹤0.01% 1801
2026
Q1 		$986K Sell
18,735
-12,625
-40% -$748K ﹤0.01% 1808
2025
Q4 		$1.95M Sell
31,360
-15,829
-34% -$933K ﹤0.01% 1527
2025
Q3 		$2.91M Buy
47,189
+4,806
+11% +$311K ﹤0.01% 1235
2025
Q2 		$2.59M Sell
42,383
-23,359
-36% -$1.29M ﹤0.01% 1226
2025
Q1 		$3.72M Buy
65,742
+6,787
+12% +$403K 0.01% 942
2024
Q4 		$3.45M Buy
58,955
+229
+0.4% +$12.2K 0.01% 936
2024
Q3 		$2.94M Buy
58,726
+15,813
+37% +$790K 0.01% 906
2024
Q2 		$2.17M Sell
42,913
-625
-1% -$30.5K 0.01% 952
2024
Q1 		$2.06M Buy
43,538
+492
+1% +$22.2K 0.01% 930
2023
Q4 		$1.86M Buy
43,046
+5,142
+14% +$210K 0.01% 922
2023
Q3 		$1.54M Buy
+37,904
New +$1.55M 0.01% 950

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

Wealth Enhancement Advisory Services's MAIN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Main Street Capital (MAIN) stake by 48% in Q2 2026, buying an estimated $470K and bringing the position to 27,657 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Wealth Enhancement Advisory Services first reported a position in MAIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.72M in Q1 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,657 shares of Main Street Capital worth $1.46M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,922 Main Street Capital shares in Q2 2026, an estimated $470K.
  • Main Street Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1801 holding.
  • Wealth Enhancement Advisory Services first reported a position in Main Street Capital in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Main Street Capital position peaked at $3.72M in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.