Lazard Asset Management’s Oaktree Specialty Lending OCSL Stock Holding History

Lazard Asset 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	$1.66M	Sell	138,738 -4,823	-3%	-$58.2K	﹤0.01%	1070
2026 Q1	$1.62M	Sell	143,561 -4,775	-3%	-$57.2K	﹤0.01%	1001
2025 Q4	$1.89M	Buy	148,336 +46,744	+46%	+$624K	﹤0.01%	887
2025 Q3	$1.33M	Buy	101,592 +8,856	+10%	+$122K	﹤0.01%	1037
2025 Q2	$1.27M	Hold	92,736	–	–	﹤0.01%	1196
2025 Q1	$1.42M	Buy	+92,736	New	+$1.45M	﹤0.01%	1075
2022 Q3	–	Sell	-1,322	Closed	-$25K	–	2483
2022 Q2	$25K	Buy	+1,322	New	+$27.8K	﹤0.01%	2073
2020 Q1	–	Sell	-1,359	Closed	-$22K	–	1684
2019 Q4	$22K	Hold	1,359	–	–	﹤0.01%	1208
2019 Q3	$21K	Buy	+1,359	New	+$21.4K	﹤0.01%	1071

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

Lazard Asset Management's OCSL Position: Q2 2026 in Review

Lazard Asset Management reduced its Oaktree Specialty Lending (OCSL) stake by 3.4% in Q2 2026, selling an estimated $58.2K and leaving 138,738 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Lazard Asset Management first reported a position in OCSL in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.89M in Q4 2025. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Lazard Asset Management held 138,738 shares of Oaktree Specialty Lending worth $1.66M as of Q2 2026.
Lazard Asset Management sold 4,823 Oaktree Specialty Lending shares in Q2 2026, an estimated $58.2K.
Oaktree Specialty Lending made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1070 holding.
Lazard Asset Management first reported a position in Oaktree Specialty Lending in Q3 2019 and has held it in 9 quarters since.
Lazard Asset Management's Oaktree Specialty Lending position peaked at $1.89M in Q4 2025.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.