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Wealthstar Advisors’s Main Street Capital MAIN Stock Holding History

Wealthstar 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
2025
Q2 		– Sell
-19,709
Closed -$1.11M – 150
2025
Q1 		$1.11M Sell
19,709
-2,935
-13% -$174K 0.51% 50
2024
Q4 		$1.33M Buy
+22,644
New +$1.21M 0.58% 36
2024
Q2 		– Sell
-22,708
Closed -$1.07M – 98
2024
Q1 		$1.07M Buy
22,708
+960
+4% +$43.4K 0.37% 41
2023
Q4 		$940K Buy
+21,748
New +$888K 0.15% 42
2019
Q2 		– Sell
-8,385
Closed -$311K – 71
2019
Q1 		$311K Hold
8,385
– – 0.19% 39
2018
Q4 		$285K Hold
8,385
– – 0.21% 39
2018
Q3 		$322K Hold
8,385
– – 0.19% 44
2018
Q2 		$340K Hold
8,385
– – 0.1% 41
2018
Q1 		$309K Buy
+8,385
New +$314K 0.09% 34

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $7.19B AUM 25.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return