Clearstead Trust’s Oxford Industries OXM Stock Holding History

Clearstead Trust’s Portfolio OXM Stock Details OXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5	Closed	-$203	–	1372
2025 Q3	$203	Hold	5	–	–	﹤0.01%	1498
2025 Q2	$202	Buy	+5	New	+$251	﹤0.01%	1475

Other funds holding OXM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Clearstead Trust's OXM Position: Q4 2025 in Review

Clearstead Trust sold out of Oxford Industries (OXM) in Q4 2025, closing a stake of 5 shares — an estimated $203 sold.

Clearstead Trust first reported a position in OXM in Q2 2025 and held it in 2 quarters. The position peaked at $203 in Q3 2025. 190 funds tracked by Wall St. Rank hold OXM as of Q4 2025.

Clearstead Trust reported no remaining Oxford Industries position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 5 Oxford Industries shares in Q4 2025, an estimated $203.
Clearstead Trust first reported a position in Oxford Industries in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Oxford Industries position peaked at $203 in Q3 2025.
190 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.