Oxford Wealth Group, LLC

Position in MS — Morgan Stanley

CIK 2007082 ORLANDO, FL

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$678,543

+$135,462 QoQ

Shares Held

3,246

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#1,620

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Oxford Wealth Group, LLC holds $2,521,447 across 4 Capital Markets names. MS ranks #2 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	7,626	$764,735
2	MS	Morgan Stanley This page	3,246	$678,543
3	GS	Goldman Sachs Group Inc	636	$643,231
4	IBKR	Interactive Brokers Group, Inc.	4,997	$434,938

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$678,543	3,246	-1.6%	Shares	Sole	2026-08-13
2026-03-31	$543,081	3,300	-5.8%	Shares	Sole	2026-05-11
2025-12-31	$621,887	3,503	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.