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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
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 $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Wealth Preservation Advisors's MAIN Position: Q1 2026 in Review

Wealth Preservation Advisors held its Main Street Capital (MAIN) position steady in Q1 2026 at 400 shares worth $21.2K. The position accounts for 0.02% of the portfolio, ranked #304.

Wealth Preservation Advisors first reported a position in MAIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $58K in Q1 2025. 421 funds tracked by Wall St. Rank hold MAIN as of Q1 2026.

  • Wealth Preservation Advisors held 400 shares of Main Street Capital worth $21.2K as of Q1 2026.
  • Wealth Preservation Advisors left its Main Street Capital share count unchanged in Q1 2026.
  • Main Street Capital made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #304 holding.
  • Wealth Preservation Advisors first reported a position in Main Street Capital in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Main Street Capital position peaked at $58K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.