Ken Fisher
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Ken Fisher’s Oaktree Specialty Lending OCSL Stock Holding History

Ken Fisher’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 		– Sell
-10,325
Closed -$132K – 1086
2025
Q4 		$132K Buy
+10,325
New +$138K ﹤0.01% 1003

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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

Ken Fisher's OCSL Position: Q1 2026 in Review

Ken Fisher sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 10,325 shares — an estimated $132K sold.

Ken Fisher first reported a position in OCSL in Q4 2025 and held it in 1 quarter. The position peaked at $132K in Q4 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Ken Fisher reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
  • Ken Fisher sold 10,325 Oaktree Specialty Lending shares in Q1 2026, an estimated $132K.
  • Ken Fisher first reported a position in Oaktree Specialty Lending in Q4 2025 and held it in 1 quarter.
  • Ken Fisher's Oaktree Specialty Lending position peaked at $132K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.