Oxford Wealth Group, LLC

SEC CIK: 0002007082
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Oxford Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 3,246
Value: $678.6K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of MS by Oxford Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,246	$678.6K	0.3%	−54−1.6%	Reduced	Holders
Q1 2026	3,300	$543.1K	0.3%	−203−5.8%	Reduced	Holders
Q4 2025	3,503	$621.8K	0.3%	–	No prior filing	Holders