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Chicago Partners Investment Group’s Oaktree Specialty Lending OCSL Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-16,689
Closed -$215K – 1530
2025
Q4 		$215K Sell
16,689
-472
-3% -$6.3K 0.01% 1203
2025
Q3 		$244K Sell
17,161
-1,156
-6% -$15.9K 0.01% 1063
2025
Q2 		$264K Sell
18,317
-1,627
-8% -$22.9K 0.01% 909
2025
Q1 		$266K Sell
19,944
-3,623
-15% -$56.8K 0.01% 742
2024
Q4 		$354K Sell
23,567
-5,271
-18% -$84.5K 0.01% 601
2024
Q3 		$464K Buy
28,838
+1,030
+4% +$17.6K 0.02% 510
2024
Q2 		$505K Sell
27,808
-2,654
-9% -$51.3K 0.02% 463
2024
Q1 		$598K Buy
30,462
+1,943
+7% +$39.2K 0.03% 404
2023
Q4 		$610K Buy
28,519
+293
+1% +$5.79K 0.03% 384
2023
Q3 		$534K Buy
28,226
+8,467
+43% +$169K 0.03% 386
2023
Q2 		$404K Sell
19,759
-6,363
-24% -$120K 0.02% 467
2023
Q1 		$492K Buy
+26,122
New +$520K 0.03% 387
2018
Q4 		– Sell
-1,053
Closed -$14K – 722
2018
Q3 		$14K Buy
1,053
+720
+216% +$10.6K ﹤0.01% 748
2018
Q2 		$5K Buy
+333
New +$4.63K ﹤0.01% 875

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

Chicago Partners Investment Group's OCSL Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 16,689 shares — an estimated $215K sold.

Chicago Partners Investment Group first reported a position in OCSL in Q2 2018 and held it in 14 quarters. The position peaked at $610K in Q4 2023. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 16,689 Oaktree Specialty Lending shares in Q1 2026, an estimated $215K.
  • Chicago Partners Investment Group first reported a position in Oaktree Specialty Lending in Q2 2018 and held it in 14 quarters.
  • Chicago Partners Investment Group's Oaktree Specialty Lending position peaked at $610K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.