Focus Partners Wealth
OCSL icon

Focus Partners Wealth’s Oaktree Specialty Lending OCSL Stock Holding History

Focus Partners Wealth’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 		$168K Sell
14,050
-185,858
-93% -$2.24M ﹤0.01% 2544
2026
Q1 		$2.26M Sell
199,908
-15,660
-7% -$187K ﹤0.01% 1267
2025
Q4 		$2.75M Buy
+215,568
New +$2.88M ﹤0.01% 1186

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

Focus Partners Wealth's OCSL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Oaktree Specialty Lending (OCSL) stake by 93% in Q2 2026, selling an estimated $2.24M and leaving 14,050 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

Focus Partners Wealth first reported a position in OCSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.75M in Q4 2025. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

  • Focus Partners Wealth held 14,050 shares of Oaktree Specialty Lending worth $168K as of Q2 2026.
  • Focus Partners Wealth sold 185,858 Oaktree Specialty Lending shares in Q2 2026, an estimated $2.24M.
  • Oaktree Specialty Lending made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2544 holding.
  • Focus Partners Wealth first reported a position in Oaktree Specialty Lending in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Oaktree Specialty Lending position peaked at $2.75M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.