AWM
OXLC

Accredited Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Accredited Wealth Management’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.77K Sell
91
-109
-55% -$1.99K 0.01% 296
2025
Q2 		$4.2K Hold
200
– – ﹤0.01% 326
2025
Q1 		$4.72K Buy
+200
New +$4.97K ﹤0.01% 303

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Accredited Wealth Management's OXLC Position: Q3 2025 in Review

Accredited Wealth Management reduced its Oxford Lane Capital (OXLC) stake by 55% in Q3 2025, selling an estimated $1.99K and leaving 91 shares worth $6.77K. The position accounts for 0.01% of the portfolio, ranked #296.

Accredited Wealth Management first reported a position in OXLC in Q1 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Accredited Wealth Management held 91 shares of Oxford Lane Capital worth $6.77K as of Q3 2025.
  • Accredited Wealth Management sold 109 Oxford Lane Capital shares in Q3 2025, an estimated $1.99K.
  • Oxford Lane Capital made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #296 holding.
  • Accredited Wealth Management first reported a position in Oxford Lane Capital in Q1 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.