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National Wealth Management Group’s Oxford Lane Capital OXLC Stock Holding History

National Wealth Management Group’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
-2,503
Closed -$52.6K – 247
2025
Q2 		$52.6K Buy
+2,503
New +$56.2K 0.03% 157
2024
Q4 		– Sell
-2,072
Closed -$54.3K – 166
2024
Q3 		$54.3K Buy
+2,072
New +$55.9K 0.04% 139

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Elliott Investment Management
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

National Wealth Management Group's OXLC Position: Q3 2025 in Review

National Wealth Management Group sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 2,503 shares — an estimated $52.6K sold.

National Wealth Management Group first reported a position in OXLC in Q3 2024 and held it in 2 quarters. The position peaked at $54.3K in Q3 2024. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • National Wealth Management Group reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,503 Oxford Lane Capital shares in Q3 2025, an estimated $52.6K.
  • National Wealth Management Group first reported a position in Oxford Lane Capital in Q3 2024 and held it in 2 quarters.
  • National Wealth Management Group's Oxford Lane Capital position peaked at $54.3K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.