Carson Wealth (CWM LLC)
OXLC

Carson Wealth (CWM LLC)’s Oxford Lane Capital OXLC Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$792 Hold
81
– – ﹤0.01% 5430
2025
Q4 		$1K Sell
81
-131
-62% -$1.96K ﹤0.01% 5263
2025
Q3 		$4K Buy
212
+142
+203% +$2.6K ﹤0.01% 4835
2025
Q2 		$1K Sell
70
-50
-42% -$1.12K ﹤0.01% 5047
2025
Q1 		$3K Buy
120
+6
+5% +$149 ﹤0.01% 4659
2024
Q4 		$3K Sell
114
-1,131
-91% -$29.6K ﹤0.01% 4438
2024
Q3 		$33K Buy
+1,245
New +$33.6K ﹤0.01% 3029

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OXLC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Oxford Lane Capital (OXLC) position steady in Q1 2026 at 81 shares worth $792. The position accounts for ﹤0.01% of the portfolio, ranked #5430.

Carson Wealth (CWM LLC) first reported a position in OXLC in Q3 2024 and has held it in 7 quarters since. The position peaked at $33K in Q3 2024. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 81 shares of Oxford Lane Capital worth $792 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Oxford Lane Capital share count unchanged in Q1 2026.
  • Oxford Lane Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5430 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oxford Lane Capital in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Oxford Lane Capital position peaked at $33K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.