Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Oaktree Specialty Lending OCSL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$14.9K Sell
1,315
-48
-4% -$575 ﹤0.01% 4598
2025
Q4 		$17K Buy
1,363
+877
+180% +$11.7K ﹤0.01% 4266
2025
Q3 		$6K Sell
486
-242
-33% -$3.33K ﹤0.01% 4691
2025
Q2 		$10K Hold
728
– – ﹤0.01% 4300
2025
Q1 		$11K Hold
728
– – ﹤0.01% 4063
2024
Q4 		$11K Buy
728
+428
+143% +$6.86K ﹤0.01% 3817
2024
Q3 		$5K Hold
300
– – ﹤0.01% 4122
2024
Q2 		$6K Hold
300
– – ﹤0.01% 3795
2024
Q1 		$6K Hold
300
– – ﹤0.01% 3596
2023
Q4 		$6K Hold
300
– – ﹤0.01% 3447
2023
Q3 		$6K Hold
300
– – ﹤0.01% 3387
2023
Q2 		$6K Hold
300
– – ﹤0.01% 3366
2023
Q1 		$6K Sell
300
-1
-0.3% -$20 ﹤0.01% 3226
2022
Q4 		$6K Hold
301
– – ﹤0.01% 3094
2022
Q3 		$5K Hold
301
– – ﹤0.01% 3084
2022
Q2 		$6K Hold
301
– – ﹤0.01% 2903
2022
Q1 		$7K Sell
301
-89
-23% -$1.99K ﹤0.01% 2696
2021
Q4 		$9K Buy
+390
New +$8.63K ﹤0.01% 2419
2021
Q2 		$8K Hold
390
– – ﹤0.01% 2201
2021
Q1 		$8K Hold
390
– – ﹤0.01% 2201
2020
Q4 		$8K Hold
390
– – ﹤0.01% 2201
2020
Q3 		$8K Hold
390
– – ﹤0.01% 2201
2020
Q2 		$8K Hold
390
– – ﹤0.01% 2200
2020
Q1 		$8K Hold
390
– – ﹤0.01% 2200
2019
Q4 		$8K Hold
390
– – ﹤0.01% 2200
2019
Q3 		$8K Hold
390
– – ﹤0.01% 2200
2019
Q2 		$8K Hold
390
– – ﹤0.01% 2200
2019
Q1 		$8K Buy
+390
New +$5.81K ﹤0.01% 2200

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
AM
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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OCSL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Oaktree Specialty Lending (OCSL) stake by 3.5% in Q1 2026, selling an estimated $575 and leaving 1,315 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4598.

Carson Wealth (CWM LLC) first reported a position in OCSL in Q1 2019 and has held it in 28 quarters since. The position peaked at $17K in Q4 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,315 shares of Oaktree Specialty Lending worth $14.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 48 Oaktree Specialty Lending shares in Q1 2026, an estimated $575.
  • Oaktree Specialty Lending made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4598 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oaktree Specialty Lending in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Oaktree Specialty Lending position peaked at $17K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.