Abound Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Abound Wealth Management’s Portfolio OCSL Stock Details OCSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.8K	Hold	2,577	–	–	0.01%	307
2026 Q1	$29.1K	Hold	2,577	–	–	0.01%	331
2025 Q4	$32.8K	Hold	2,577	–	–	0.01%	281
2025 Q3	$33.6K	Hold	2,577	–	–	0.01%	270
2025 Q2	$35.2K	Buy	+2,577	New	+$36.3K	0.01%	253
2024 Q1	–	Sell	-65	Closed	-$1.33K	–	1359
2023 Q4	$1.33K	Buy	+65	New	+$1.28K	﹤0.01%	722

Other funds holding OCSL

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JVBC

J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

Abound Wealth Management's OCSL Position: Q2 2026 in Review

Abound Wealth Management held its Oaktree Specialty Lending (OCSL) position steady in Q2 2026 at 2,577 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #307.

Abound Wealth Management first reported a position in OCSL in Q4 2023 and has held it in 6 quarters since. The position peaked at $35.2K in Q2 2025. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Abound Wealth Management held 2,577 shares of Oaktree Specialty Lending worth $30.8K as of Q2 2026.
Abound Wealth Management left its Oaktree Specialty Lending share count unchanged in Q2 2026.
Oaktree Specialty Lending made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #307 holding.
Abound Wealth Management first reported a position in Oaktree Specialty Lending in Q4 2023 and has held it in 6 quarters since.
Abound Wealth Management's Oaktree Specialty Lending position peaked at $35.2K in Q2 2025.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.