Parisi Gray Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Parisi Gray Wealth Management’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	$87.6K	Hold	10,000	–	–	0.02%	153
2026 Q1	$97.8K	Hold	10,000	–	–	0.02%	137
2025 Q4	$146K	Buy	+10,000	New	+$150K	0.03%	135
2025 Q3	–	Sell	-6,400	Closed	-$134K	–	128
2025 Q2	$134K	Hold	6,400	–	–	0.04%	121
2025 Q1	$151K	Buy	6,400 +2,400	+60%	+$59.7K	0.05%	109
2024 Q4	$101K	Buy	+4,000	New	+$105K	0.03%	105

Other funds holding OXLC

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

PAMP

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

KKRC

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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 $32.9B AUM 23.66% 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

Parisi Gray Wealth Management's OXLC Position: Q2 2026 in Review

Parisi Gray Wealth Management held its Oxford Lane Capital (OXLC) position steady in Q2 2026 at 10,000 shares worth $87.6K. The position accounts for 0.02% of the portfolio, ranked #153.

Parisi Gray Wealth Management first reported a position in OXLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $151K in Q1 2025. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Parisi Gray Wealth Management held 10,000 shares of Oxford Lane Capital worth $87.6K as of Q2 2026.
Parisi Gray Wealth Management left its Oxford Lane Capital share count unchanged in Q2 2026.
Oxford Lane Capital made up 0.02% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #153 holding.
Parisi Gray Wealth Management first reported a position in Oxford Lane Capital in Q4 2024 and has held it in 6 quarters since.
Parisi Gray Wealth Management's Oxford Lane Capital position peaked at $151K in Q1 2025.
95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.