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Cedar Cove Wealth Partners’s Oaktree Specialty Lending OCSL Stock Holding History

Cedar Cove Wealth Partners’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 		$1.55M Buy
129,925
+3,604
+3% +$43.5K 0.73% 30
2026
Q1 		$1.43M Buy
126,321
+16,577
+15% +$198K 0.75% 35
2025
Q4 		$1.4M Buy
+109,744
New +$1.47M 0.73% 32

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
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
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

Cedar Cove Wealth Partners's OCSL Position: Q2 2026 in Review

Cedar Cove Wealth Partners increased its Oaktree Specialty Lending (OCSL) stake by 2.9% in Q2 2026, buying an estimated $43.5K and bringing the position to 129,925 shares worth $1.55M. The position accounts for 0.73% of the portfolio, ranked #30.

Cedar Cove Wealth Partners first reported a position in OCSL in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • Cedar Cove Wealth Partners held 129,925 shares of Oaktree Specialty Lending worth $1.55M as of Q2 2026.
  • Cedar Cove Wealth Partners bought 3,604 Oaktree Specialty Lending shares in Q2 2026, an estimated $43.5K.
  • Oaktree Specialty Lending made up 0.73% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Cedar Cove Wealth Partners first reported a position in Oaktree Specialty Lending in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.