EWA
OCSL icon

EverSource Wealth Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

EverSource Wealth 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 		– Sell
-1
Closed -$11 – 4510
2026
Q1 		$11 Hold
1
– – ﹤0.01% 4371
2025
Q4 		$12 Sell
1
-519
-100% -$6.93K ﹤0.01% 4244
2025
Q3 		$6.79K Buy
520
+518
+25,900% +$7.13K ﹤0.01% 3010
2025
Q2 		$21 Buy
+2
New +$28 ﹤0.01% 4222

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

EverSource Wealth Advisors's OCSL Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Oaktree Specialty Lending (OCSL) in Q2 2026, closing a stake of 1 share — an estimated $11 sold.

EverSource Wealth Advisors first reported a position in OCSL in Q2 2025 and held it in 4 quarters. The position peaked at $6.79K in Q3 2025. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Oaktree Specialty Lending position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 Oaktree Specialty Lending share in Q2 2026, an estimated $11.
  • EverSource Wealth Advisors first reported a position in Oaktree Specialty Lending in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Oaktree Specialty Lending position peaked at $6.79K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.