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WealthPLAN Partners’s Main Street Capital MAIN Stock Holding History

WealthPLAN Partners’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 		$1.05M Sell
20,327
-2,086
-9% -$110K 0.2% 99
2026
Q1 		$1.19M Sell
22,413
-638
-3% -$37.8K 0.23% 106
2025
Q4 		$1.39M Buy
23,051
+743
+3% +$43.8K 0.21% 110
2025
Q3 		$1.42M Buy
22,308
+49
+0.2% +$3.17K 0.21% 107
2025
Q2 		$1.32M Buy
22,259
+325
+1% +$18K 0.21% 106
2025
Q1 		$1.24M Sell
21,934
-373
-2% -$22.2K 0.17% 111
2024
Q4 		$1.31M Sell
22,307
-941
-4% -$50.2K 0.19% 113
2024
Q3 		$1.17M Buy
23,248
+62
+0.3% +$3.1K 0.16% 118
2024
Q2 		$1.17M Sell
23,186
-556
-2% -$27.1K 0.13% 137
2024
Q1 		$1.12M Buy
23,742
+66
+0.3% +$2.98K 0.12% 146
2023
Q4 		$1.02M Buy
23,676
+68
+0.3% +$2.78K 0.11% 155
2023
Q3 		$959K Buy
23,608
+8,884
+60% +$363K 0.11% 148
2023
Q2 		$589K Sell
14,724
-9,149
-38% -$363K 0.08% 172
2023
Q1 		$942K Sell
23,873
-456
-2% -$18K 0.11% 153
2022
Q4 		$965K Buy
+24,329
New +$889K 0.07% 178
2017
Q2 		– Sell
-98
Closed -$3.72K – 328
2017
Q1 		$3.72K Buy
+98
New +$3.62K 0.01% 374
2016
Q3 		$35.4K Sell
1,028
-1,026
-50% -$34.7K 0.01% 389
2016
Q2 		$33.8K Buy
+2,054
New +$65.4K ﹤0.01% 1110

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

WealthPLAN Partners's MAIN Position: Q2 2026 in Review

WealthPLAN Partners reduced its Main Street Capital (MAIN) stake by 9.3% in Q2 2026, selling an estimated $110K and leaving 20,327 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #99.

WealthPLAN Partners first reported a position in MAIN in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.42M in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

  • WealthPLAN Partners held 20,327 shares of Main Street Capital worth $1.05M as of Q2 2026.
  • WealthPLAN Partners sold 2,086 Main Street Capital shares in Q2 2026, an estimated $110K.
  • Main Street Capital made up 0.2% of WealthPLAN Partners's portfolio in Q2 2026, its #99 holding.
  • WealthPLAN Partners first reported a position in Main Street Capital in Q2 2016 and has held it in 18 quarters since.
  • WealthPLAN Partners's Main Street Capital position peaked at $1.42M in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.