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Garton & Associates Financial Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Garton & Associates Financial 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 		– Sell
-1,250
Closed -$15.9K – 512
2025
Q4 		$15.9K Buy
+1,250
New +$16.7K 0.01% 710

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

Garton & Associates Financial Advisors's OCSL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 1,250 shares — an estimated $15.9K sold.

Garton & Associates Financial Advisors first reported a position in OCSL in Q4 2025 and held it in 1 quarter. The position peaked at $15.9K in Q4 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,250 Oaktree Specialty Lending shares in Q1 2026, an estimated $15.9K.
  • Garton & Associates Financial Advisors first reported a position in Oaktree Specialty Lending in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Oaktree Specialty Lending position peaked at $15.9K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.