Neuberger Berman Group
OCSL icon

Neuberger Berman Group’s Oaktree Specialty Lending OCSL Stock Holding History

Neuberger Berman Group’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
-13,703
Closed -$175K – 2227
2025
Q4 		$175K Sell
13,703
-1,582
-10% -$21.1K ﹤0.01% 1977
2025
Q3 		$199K Sell
15,285
-2,496
-14% -$34.4K ﹤0.01% 1917
2025
Q2 		$243K Sell
17,781
-75,415
-81% -$1.06M ﹤0.01% 1815
2025
Q1 		$1.43M Buy
+93,196
New +$1.46M ﹤0.01% 1217
2024
Q4 		– Sell
-59,538
Closed -$971K – 1988
2024
Q3 		$971K Sell
59,538
-87,504
-60% -$1.5M ﹤0.01% 1309
2024
Q2 		$2.77M Buy
147,042
+18,020
+14% +$348K ﹤0.01% 1040
2024
Q1 		$2.54M Sell
129,022
-275,190
-68% -$5.56M ﹤0.01% 1065
2023
Q4 		$8.25M Buy
404,212
+187,597
+87% +$3.7M ﹤0.01% 956
2023
Q3 		$4.36M Buy
216,615
+4,469
+2% +$89.3K ﹤0.01% 916
2023
Q2 		$4.12M Buy
212,146
+14,509
+7% +$273K ﹤0.01% 929
2023
Q1 		$3.71M Buy
197,637
+74,926
+61% +$1.49M ﹤0.01% 942
2022
Q4 		$2.53M Sell
122,711
-72,063
-37% -$1.45M ﹤0.01% 1020
2022
Q3 		$3.51M Buy
194,774
+11,591
+6% +$236K ﹤0.01% 965
2022
Q2 		$3.6M Buy
183,183
+20,626
+13% +$434K ﹤0.01% 983
2022
Q1 		$3.59M Buy
162,557
+15,796
+11% +$354K ﹤0.01% 1047
2021
Q4 		$3.29M Sell
146,761
-6,083
-4% -$135K ﹤0.01% 1076
2021
Q3 		$3.24M Sell
152,844
-15,950
-9% -$337K ﹤0.01% 1054
2021
Q2 		$3.39M Buy
168,794
+35,423
+27% +$709K ﹤0.01% 1058
2021
Q1 		$2.48M Sell
133,371
-30,961
-19% -$557K ﹤0.01% 1107
2020
Q4 		$2.75M Buy
+164,332
New +$2.55M ﹤0.01% 1055
2020
Q2 		– Sell
-4,068
Closed -$40K – 1584
2020
Q1 		$40K Sell
4,068
-22,392
-85% -$327K ﹤0.01% 1509
2019
Q4 		$433K Buy
+26,460
New +$417K ﹤0.01% 1316
2014
Q4 		– Sell
-38,333
Closed -$1.05M – 1671
2014
Q3 		$1.05M Buy
38,333
+31,000
+423% +$905K ﹤0.01% 1235
2014
Q2 		$216K Buy
+7,333
New +$207K ﹤0.01% 1609

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Neuberger Berman Group's OCSL Position: Q1 2026 in Review

Neuberger Berman Group sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 13,703 shares — an estimated $175K sold.

Neuberger Berman Group first reported a position in OCSL in Q2 2014 and held it in 24 quarters. The position peaked at $8.25M in Q4 2023. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Neuberger Berman Group reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
  • Neuberger Berman Group sold 13,703 Oaktree Specialty Lending shares in Q1 2026, an estimated $175K.
  • Neuberger Berman Group first reported a position in Oaktree Specialty Lending in Q2 2014 and held it in 24 quarters.
  • Neuberger Berman Group's Oaktree Specialty Lending position peaked at $8.25M in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.