Jackson Thornton Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Jackson Thornton 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	$1.01M	Buy	84,506 +51,150	+153%	+$617K	0.08%	71
2026 Q1	$399K	Sell	33,356 -582	-2%	-$6.97K	0.04%	136
2025 Q4	$433K	Sell	33,938 -475	-1%	-$6.34K	0.04%	134
2025 Q3	$435K	Sell	34,413 -1,188	-3%	-$16.4K	0.04%	118
2025 Q2	$502K	Sell	35,601 -818	-2%	-$11.5K	0.06%	54
2025 Q1	$523K	Sell	36,419 -1,370	-4%	-$21.5K	0.07%	53
2024 Q4	$577K	Buy	+37,789	New	+$605K	0.07%	47

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

Jackson Thornton Wealth Management's OCSL Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Oaktree Specialty Lending (OCSL) stake by 153% in Q2 2026, buying an estimated $617K and bringing the position to 84,506 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #71.

Jackson Thornton Wealth Management first reported a position in OCSL in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Jackson Thornton Wealth Management held 84,506 shares of Oaktree Specialty Lending worth $1.01M as of Q2 2026.
Jackson Thornton Wealth Management bought 51,150 Oaktree Specialty Lending shares in Q2 2026, an estimated $617K.
Oaktree Specialty Lending made up 0.08% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #71 holding.
Jackson Thornton Wealth Management first reported a position in Oaktree Specialty Lending in Q4 2024 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.