Northwestern Mutual Wealth Management’s Oxford Square Capital OXSQ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio OXSQ Stock Details OXSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.08K	Sell	5,367 -4,909	-48%	-$7.86K	﹤0.01%	3247
2026 Q1	$18.2K	Buy	+10,276	New	+$18.6K	﹤0.01%	2842
2025 Q3	–	Sell	-355	Closed	-$792	–	3989
2025 Q2	$792	Buy	+355	New	+$851	﹤0.01%	3412
2019 Q3	–	Sell	-5,500	Closed	-$35K	–	2639
2019 Q2	$35K	Buy	+5,500	New	+$35.1K	﹤0.01%	1526
2018 Q4	–	Sell	-4,126	Closed	-$29K	–	2579
2018 Q3	$29K	Buy	+4,126	New	+$29.7K	﹤0.01%	1512
2018 Q1	–	Sell	-1,500	Closed	-$9K	–	2365
2017 Q4	$9K	Sell	1,500 -1,212	-45%	-$7.57K	﹤0.01%	1791
2017 Q3	$19K	Sell	2,712 -18,788	-87%	-$126K	﹤0.01%	1484
2017 Q2	$136K	Buy	+21,500	New	+$154K	﹤0.01%	785
2016 Q1	–	Sell	-210	Closed	-$1K	–	2239
2015 Q4	$1K	Buy	+210	New	+$1.37K	﹤0.01%	1515
2015 Q2	–	Sell	-855	Closed	-$6K	–	1570
2015 Q1	$6K	Buy	+855	New	+$6.31K	﹤0.01%	1154

Other funds holding OXSQ

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's OXSQ Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Oxford Square Capital (OXSQ) stake by 48% in Q2 2026, selling an estimated $7.86K and leaving 5,367 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Northwestern Mutual Wealth Management first reported a position in OXSQ in Q1 2015 and has held it in 10 quarters since. The position peaked at $136K in Q2 2017. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

Northwestern Mutual Wealth Management held 5,367 shares of Oxford Square Capital worth $7.08K as of Q2 2026.
Northwestern Mutual Wealth Management sold 4,909 Oxford Square Capital shares in Q2 2026, an estimated $7.86K.
Oxford Square Capital made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3247 holding.
Northwestern Mutual Wealth Management first reported a position in Oxford Square Capital in Q1 2015 and has held it in 10 quarters since.
Northwestern Mutual Wealth Management's Oxford Square Capital position peaked at $136K in Q2 2017.
47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.