Clearstead Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Clearstead Advisors’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	$561K	Buy	46,996 +21,199	+82%	+$256K	0.01%	722
2026 Q1	$292K	Buy	25,797 +9,296	+56%	+$111K	﹤0.01%	874
2025 Q4	$210K	Sell	16,501 -1,162	-7%	-$15.5K	﹤0.01%	929
2025 Q3	$231K	Sell	17,663 -11,084	-39%	-$153K	﹤0.01%	847
2025 Q2	$393K	Buy	28,747 +1,118	+4%	+$15.8K	0.01%	670
2025 Q1	$424K	Buy	27,629 +715	+3%	+$11.2K	0.01%	622
2024 Q4	$411K	Sell	26,914 -14,373	-35%	-$230K	0.01%	629
2024 Q3	$673K	Sell	41,287 -8,700	-17%	-$149K	0.01%	502
2024 Q2	$940K	Buy	+49,987	New	+$966K	0.02%	406

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

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

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 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

Clearstead Advisors's OCSL Position: Q2 2026 in Review

Clearstead Advisors increased its Oaktree Specialty Lending (OCSL) stake by 82% in Q2 2026, buying an estimated $256K and bringing the position to 46,996 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #722.

Clearstead Advisors first reported a position in OCSL in Q2 2024 and has held it in 9 quarters since. The position peaked at $940K in Q2 2024. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Clearstead Advisors held 46,996 shares of Oaktree Specialty Lending worth $561K as of Q2 2026.
Clearstead Advisors bought 21,199 Oaktree Specialty Lending shares in Q2 2026, an estimated $256K.
Oaktree Specialty Lending made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #722 holding.
Clearstead Advisors first reported a position in Oaktree Specialty Lending in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Oaktree Specialty Lending position peaked at $940K in Q2 2024.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.