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Advisornet Financial’s Oaktree Specialty Lending OCSL Stock Holding History

Advisornet Financial’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
2025
Q1 		– Sell
-600
Closed -$9.17K – 2227
2024
Q4 		$9.17K Buy
+600
New +$9.61K ﹤0.01% 1347
2024
Q3 		– Sell
-3,675
Closed -$69.1K – 2249
2024
Q2 		$69.1K Sell
3,675
-1,300
-26% -$25.1K 0.01% 730
2024
Q1 		$97.8K Sell
4,975
-125
-2% -$2.52K 0.01% 642
2023
Q4 		$104K Buy
5,100
+900
+21% +$17.8K 0.01% 632
2023
Q3 		$84.5K Buy
4,200
+3,450
+460% +$69K 0.01% 657
2023
Q2 		$14.6K Buy
+750
New +$14.1K ﹤0.01% 1217

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisornet Financial's OCSL Position: Q1 2025 in Review

Advisornet Financial sold out of Oaktree Specialty Lending (OCSL) in Q1 2025, closing a stake of 600 shares — an estimated $9.17K sold.

Advisornet Financial first reported a position in OCSL in Q2 2023 and held it in 6 quarters. The position peaked at $104K in Q4 2023. 188 funds tracked by Wall St. Rank hold OCSL as of Q1 2025.

  • Advisornet Financial reported no remaining Oaktree Specialty Lending position as of Q1 2025 after selling out during the quarter.
  • Advisornet Financial sold 600 Oaktree Specialty Lending shares in Q1 2025, an estimated $9.17K.
  • Advisornet Financial first reported a position in Oaktree Specialty Lending in Q2 2023 and held it in 6 quarters.
  • Advisornet Financial's Oaktree Specialty Lending position peaked at $104K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.