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Institute for Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Institute for 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
2025
Q2 		– Sell
-11,346
Closed -$174K – 565
2025
Q1 		$174K Hold
11,346
– – 0.02% 513
2024
Q4 		$173K Sell
11,346
-500
-4% -$8.01K 0.02% 491
2024
Q3 		$193K Sell
11,846
-7,001
-37% -$120K 0.02% 522
2024
Q2 		$355K Hold
18,847
– – 0.05% 356
2024
Q1 		$371K Buy
+18,847
New +$381K 0.05% 343
2022
Q3 		– Sell
-8,467
Closed -$166K – 498
2022
Q2 		$166K Hold
8,467
– – 0.03% 499
2022
Q1 		$187K Buy
+8,467
New +$190K 0.03% 519
2013
Q3 		– Sell
-633
Closed -$20K – 100
2013
Q2 		$20K Buy
+633
New +$20.2K 0.02% 73

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's OCSL Position: Q2 2025 in Review

Institute for Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q2 2025, closing a stake of 11,346 shares — an estimated $174K sold.

Institute for Wealth Management first reported a position in OCSL in Q2 2013 and held it in 8 quarters. The position peaked at $371K in Q1 2024. 193 funds tracked by Wall St. Rank hold OCSL as of Q2 2025.

  • Institute for Wealth Management reported no remaining Oaktree Specialty Lending position as of Q2 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 11,346 Oaktree Specialty Lending shares in Q2 2025, an estimated $174K.
  • Institute for Wealth Management first reported a position in Oaktree Specialty Lending in Q2 2013 and held it in 8 quarters.
  • Institute for Wealth Management's Oaktree Specialty Lending position peaked at $371K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2025.

Based on Institute for Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.