HW
OCSL icon

HORAN Wealth’s Oaktree Specialty Lending OCSL Stock Holding History

HORAN 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
Q1 		$133K Hold
11,757
– – 0.01% 195
2025
Q4 		$150K Hold
11,757
– – 0.02% 177
2025
Q3 		$153K Hold
11,757
– – 0.02% 192
2025
Q2 		$161K Buy
+11,757
New +$166K 0.05% 120

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 $1.66T AUM 25.57% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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 $6.56B AUM 42.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HORAN Wealth's OCSL Position: Q1 2026 in Review

HORAN Wealth held its Oaktree Specialty Lending (OCSL) position steady in Q1 2026 at 11,757 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #195.

HORAN Wealth first reported a position in OCSL in Q2 2025 and has held it in 4 quarters since. The position peaked at $161K in Q2 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • HORAN Wealth held 11,757 shares of Oaktree Specialty Lending worth $133K as of Q1 2026.
  • HORAN Wealth left its Oaktree Specialty Lending share count unchanged in Q1 2026.
  • Oaktree Specialty Lending made up 0.01% of HORAN Wealth's portfolio in Q1 2026, its #195 holding.
  • HORAN Wealth first reported a position in Oaktree Specialty Lending in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's Oaktree Specialty Lending position peaked at $161K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.