Atria Wealth Solutions’s Oaktree Specialty Lending OCSL Stock Holding History

Atria Wealth Solutions’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 Q2	$317K	Buy	23,186 +4,331	+23%	+$61.1K	0.01%	1129
2025 Q1	$290K	Buy	18,855 +573	+3%	+$8.99K	﹤0.01%	1483
2024 Q4	$279K	Sell	18,282 -1,445	-7%	-$23.2K	﹤0.01%	1600
2024 Q3	$322K	Sell	19,727 -112	-0.6%	-$1.92K	﹤0.01%	1473
2024 Q2	$373K	Sell	19,839 -730	-4%	-$14.1K	﹤0.01%	1377
2024 Q1	$416K	Sell	20,569 -8,608	-30%	-$174K	﹤0.01%	1350
2023 Q4	$596K	Sell	29,177 -6,157	-17%	-$122K	0.01%	1120
2023 Q3	$711K	Buy	35,334 +5,566	+19%	+$111K	0.01%	969
2023 Q2	$578K	Buy	29,768 +2,735	+10%	+$51.4K	0.01%	1087
2023 Q1	$507K	Buy	+27,033	New	+$538K	0.01%	1127
2022 Q2	–	Sell	-4,446	Closed	-$98K	–	1818
2022 Q1	$98K	Buy	+4,446	New	+$99.5K	﹤0.01%	1665

Other funds holding OCSL

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

PMG

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

JVBC

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

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

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

GAM

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

OCM

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

CAM

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

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

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

Atria Wealth Solutions's OCSL Position: Q2 2025 in Review

Atria Wealth Solutions increased its Oaktree Specialty Lending (OCSL) stake by 23% in Q2 2025, buying an estimated $61.1K and bringing the position to 23,186 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #1129.

Atria Wealth Solutions first reported a position in OCSL in Q1 2022 and has held it in 11 quarters since. The position peaked at $711K in Q3 2023. 193 funds tracked by Wall St. Rank hold OCSL as of Q2 2025.

Atria Wealth Solutions held 23,186 shares of Oaktree Specialty Lending worth $317K as of Q2 2025.
Atria Wealth Solutions bought 4,331 Oaktree Specialty Lending shares in Q2 2025, an estimated $61.1K.
Oaktree Specialty Lending made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1129 holding.
Atria Wealth Solutions first reported a position in Oaktree Specialty Lending in Q1 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Oaktree Specialty Lending position peaked at $711K in Q3 2023.
193 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.