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

Wealth Preservation 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
-400
Closed -$21.2K – 569
2026
Q1 		$21.2K Hold
400
– – 0.02% 304
2025
Q4 		$24.2K Hold
400
– – 0.01% 248
2025
Q3 		$25.4K Hold
400
– – 0.01% 236
2025
Q2 		$23.6K Sell
400
-625
-61% -$34.5K 0.01% 236
2025
Q1 		$58K Buy
+1,025
New +$60.9K 0.04% 168

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 Preservation Advisors's MAIN Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Main Street Capital (MAIN) in Q2 2026, closing a stake of 400 shares — an estimated $21.2K sold.

Wealth Preservation Advisors first reported a position in MAIN in Q1 2025 and held it in 5 quarters. The position peaked at $58K in Q1 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Main Street Capital position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 400 Main Street Capital shares in Q2 2026, an estimated $21.2K.
  • Wealth Preservation Advisors first reported a position in Main Street Capital in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Main Street Capital position peaked at $58K in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

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