EH
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Equitable Holdings’s Oaktree Specialty Lending OCSL Stock Holding History

Equitable Holdings’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 		$506K Buy
42,375
+212
+0.5% +$2.56K ﹤0.01% 1318
2026
Q1 		$537K Buy
+42,163
New +$505K ﹤0.01% 1225

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

Equitable Holdings's OCSL Position: Q2 2026 in Review

Equitable Holdings increased its Oaktree Specialty Lending (OCSL) stake by 0.5% in Q2 2026, buying an estimated $2.56K and bringing the position to 42,375 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Equitable Holdings first reported a position in OCSL in Q1 2026 and has held it in 2 quarters since. The position peaked at $537K in Q1 2026. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • Equitable Holdings held 42,375 shares of Oaktree Specialty Lending worth $506K as of Q2 2026.
  • Equitable Holdings bought 212 Oaktree Specialty Lending shares in Q2 2026, an estimated $2.56K.
  • Oaktree Specialty Lending made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1318 holding.
  • Equitable Holdings first reported a position in Oaktree Specialty Lending in Q1 2026 and has held it in 2 quarters since.
  • Equitable Holdings's Oaktree Specialty Lending position peaked at $537K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.