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

HB 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 Q2	$199K	Buy	+16,657	New	+$201K	﹤0.01%	1603

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

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 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

HB Wealth Management's OCSL Position: Q2 2026 in Review

HB Wealth Management opened a new position in Oaktree Specialty Lending (OCSL) in Q2 2026: 16,657 shares worth $199K. The stake represents ﹤0.01% of the portfolio and ranks #1603 among its holdings.

165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

HB Wealth Management held 16,657 shares of Oaktree Specialty Lending worth $199K as of Q2 2026.
Oaktree Specialty Lending was a new HB Wealth Management position in Q2 2026.
Oaktree Specialty Lending made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1603 holding.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.