Winch Advisory Services’s Main Street Capital MAIN Stock Holding History

Winch 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	$31.5K	Sell	606 -464	-43%	-$24.5K	0.01%	232
2026 Q1	$56.7K	Buy	1,070 +18	+2%	+$1.07K	0.01%	164
2025 Q4	$63.5K	Buy	1,052 +17	+2%	+$1K	0.01%	157
2025 Q3	$65.8K	Buy	1,035 +15	+1%	+$969	0.01%	152
2025 Q2	$60.3K	Buy	1,020 +16	+2%	+$884	0.01%	150
2025 Q1	$56.8K	Buy	1,004 +16	+2%	+$951	0.02%	148
2024 Q4	$57.9K	Buy	988 +17	+2%	+$906	0.02%	147
2024 Q3	$48.7K	Buy	971 +17	+2%	+$850	0.01%	156
2024 Q2	$48.2K	Buy	954 +17	+2%	+$830	0.01%	151
2024 Q1	$44.3K	Buy	937 +19	+2%	+$859	0.01%	158
2023 Q4	$39.7K	Buy	918 +18	+2%	+$735	0.01%	161
2023 Q3	$37K	Buy	900 +19	+2%	+$775	0.01%	156
2023 Q2	$35K	Buy	881 +17	+2%	+$674	0.01%	154
2023 Q1	$34K	Buy	864 +17	+2%	+$670	0.01%	150
2022 Q4	$31K	Buy	847 +17	+2%	+$621	0.01%	152
2022 Q3	$28K	Buy	830 +15	+2%	+$618	0.01%	144
2022 Q2	$31K	Buy	815 +708	+662%	+$27.7K	0.01%	144
2022 Q1	$5K	Buy	107 +1	+0.9%	+$43	﹤0.01%	314
2021 Q4	$5K	Buy	106 +1	+1%	+$44	﹤0.01%	326
2021 Q3	$4K	Buy	+105	New	+$4.37K	﹤0.01%	354
2020 Q4	–	Sell	-32	Closed	-$1K	–	442
2020 Q3	$1K	Buy	+32	New	+$980	﹤0.01%	366

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Winch Advisory Services's MAIN Position: Q2 2026 in Review

Winch Advisory Services reduced its Main Street Capital (MAIN) stake by 43% in Q2 2026, selling an estimated $24.5K and leaving 606 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #232.

Winch Advisory Services first reported a position in MAIN in Q3 2020 and has held it in 21 quarters since. The position peaked at $65.8K in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Winch Advisory Services held 606 shares of Main Street Capital worth $31.5K as of Q2 2026.
Winch Advisory Services sold 464 Main Street Capital shares in Q2 2026, an estimated $24.5K.
Main Street Capital made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #232 holding.
Winch Advisory Services first reported a position in Main Street Capital in Q3 2020 and has held it in 21 quarters since.
Winch Advisory Services's Main Street Capital position peaked at $65.8K in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.