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Integrated Advisors Network’s Oaktree Specialty Lending OCSL Stock Holding History

Integrated Advisors Network’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
Q1 		– Sell
-22,855
Closed -$349K – 758
2024
Q4 		$349K Buy
22,855
+29
+0.1% +$465 0.02% 533
2024
Q3 		$372K Buy
22,826
+826
+4% +$14.1K 0.02% 546
2024
Q2 		$414K Buy
22,000
+535
+2% +$10.3K 0.02% 501
2024
Q1 		$422K Buy
21,465
+1,230
+6% +$24.8K 0.02% 510
2023
Q4 		$413K Sell
20,235
-800
-4% -$15.8K 0.02% 487
2023
Q3 		$423K Sell
21,035
-11,887
-36% -$238K 0.03% 466
2023
Q2 		$640K Sell
32,922
-6,839
-17% -$129K 0.04% 374
2023
Q1 		$746K Buy
+39,761
New +$792K 0.04% 336
2022
Q4 		– Sell
-6,547
Closed -$118K – 667
2022
Q3 		$118K Hold
6,547
– – 0.01% 615
2022
Q2 		$129K Buy
6,547
+567
+9% +$11.9K 0.01% 634
2022
Q1 		$132K Sell
5,980
-104
-2% -$2.33K 0.01% 637
2021
Q4 		$136K Buy
+6,084
New +$135K 0.01% 604

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Advisors Network's OCSL Position: Q1 2025 in Review

Integrated Advisors Network sold out of Oaktree Specialty Lending (OCSL) in Q1 2025, closing a stake of 22,855 shares — an estimated $349K sold.

Integrated Advisors Network first reported a position in OCSL in Q4 2021 and held it in 12 quarters. The position peaked at $746K in Q1 2023. 188 funds tracked by Wall St. Rank hold OCSL as of Q1 2025.

  • Integrated Advisors Network reported no remaining Oaktree Specialty Lending position as of Q1 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 22,855 Oaktree Specialty Lending shares in Q1 2025, an estimated $349K.
  • Integrated Advisors Network first reported a position in Oaktree Specialty Lending in Q4 2021 and held it in 12 quarters.
  • Integrated Advisors Network's Oaktree Specialty Lending position peaked at $746K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2025.

Based on Integrated Advisors Network's 13F filing for Q1 2025, filed 15 Apr 2025.