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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
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

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return