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Cornerstone Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Cornerstone Wealth Management’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
-12,754
Closed -$162K – 730
2025
Q4 		$162K Sell
12,754
-2,063
-14% -$27.6K 0.01% 667
2025
Q3 		$193K Buy
14,817
+650
+5% +$8.95K 0.01% 655
2025
Q2 		$194K Buy
14,167
+8
+0.1% +$113 0.01% 621
2025
Q1 		$217K Sell
14,159
-64
-0.4% -$1K 0.01% 563
2024
Q4 		$217K Sell
14,223
-1,629
-10% -$26.1K 0.01% 544
2024
Q3 		$259K Buy
15,852
+730
+5% +$12.5K 0.02% 488
2024
Q2 		$284K Sell
15,122
-1,200
-7% -$23.2K 0.02% 447
2024
Q1 		$321K Buy
16,322
+2,337
+17% +$47.2K 0.03% 422
2023
Q4 		$286K Buy
13,985
+1,827
+15% +$36.1K 0.02% 421
2023
Q3 		$245K Buy
12,158
+165
+1% +$3.3K 0.02% 462
2023
Q2 		$233K Buy
11,993
+1,239
+12% +$23.3K 0.02% 457
2023
Q1 		$202K Buy
+10,754
New +$214K 0.02% 453

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

Cornerstone Wealth Management's OCSL Position: Q1 2026 in Review

Cornerstone Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 12,754 shares — an estimated $162K sold.

Cornerstone Wealth Management first reported a position in OCSL in Q1 2023 and held it in 12 quarters. The position peaked at $321K in Q1 2024. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Cornerstone Wealth Management reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,754 Oaktree Specialty Lending shares in Q1 2026, an estimated $162K.
  • Cornerstone Wealth Management first reported a position in Oaktree Specialty Lending in Q1 2023 and held it in 12 quarters.
  • Cornerstone Wealth Management's Oaktree Specialty Lending position peaked at $321K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.