MWA
OXLC

Merkkuri Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

Merkkuri Wealth Advisors’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 		– Sell
-3,065
Closed -$64.4K – 84
2025
Q2 		$64.4K Sell
3,065
-28
-0.9% -$629 0.05% 82
2025
Q1 		$73K Buy
3,093
+655
+27% +$16.3K 0.06% 82
2024
Q4 		$61.8K Buy
2,438
+420
+21% +$11K 0.05% 84
2024
Q3 		$52.9K Buy
+2,018
New +$54.5K 0.04% 83

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

Merkkuri Wealth Advisors's OXLC Position: Q3 2025 in Review

Merkkuri Wealth Advisors sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 3,065 shares — an estimated $64.4K sold.

Merkkuri Wealth Advisors first reported a position in OXLC in Q3 2024 and held it in 4 quarters. The position peaked at $73K in Q1 2025. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Merkkuri Wealth Advisors reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 3,065 Oxford Lane Capital shares in Q3 2025, an estimated $64.4K.
  • Merkkuri Wealth Advisors first reported a position in Oxford Lane Capital in Q3 2024 and held it in 4 quarters.
  • Merkkuri Wealth Advisors's Oxford Lane Capital position peaked at $73K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Merkkuri Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.