Legacy Wealth Management (Idaho)’s Oxford Lane Capital OXLC Stock Holding History

Legacy Wealth Management (Idaho)’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 Q2	–	Sell	-6,010	Closed	-$58.8K	–	716
2026 Q1	$58.8K	Buy	6,010 +1,040	+21%	+$11.5K	0.03%	248
2025 Q4	$72.8K	Buy	4,970 +4,859	+4,377%	+$72.7K	0.03%	179
2025 Q3	$1.88K	Hold	111	–	–	﹤0.01%	550
2025 Q2	$2.34K	Buy	+111	New	+$2.49K	﹤0.01%	488

Other funds holding OXLC

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

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s OXLC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Oxford Lane Capital (OXLC) in Q2 2026, closing a stake of 6,010 shares — an estimated $58.8K sold.

Legacy Wealth Management (Idaho) first reported a position in OXLC in Q2 2025 and held it in 4 quarters. The position peaked at $72.8K in Q4 2025. 94 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Oxford Lane Capital position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 6,010 Oxford Lane Capital shares in Q2 2026, an estimated $58.8K.
Legacy Wealth Management (Idaho) first reported a position in Oxford Lane Capital in Q2 2025 and held it in 4 quarters.
Legacy Wealth Management (Idaho)'s Oxford Lane Capital position peaked at $72.8K in Q4 2025.
94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.