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OCSL icon

NewEdge Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

NewEdge Advisors’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 		$655K Buy
58,005
+30,257
+109% +$362K ﹤0.01% 1783
2025
Q4 		$354K Buy
27,748
+12,961
+88% +$173K ﹤0.01% 2200
2025
Q3 		$193K Buy
14,787
+1,815
+14% +$25K ﹤0.01% 2419
2025
Q2 		$177K Buy
12,972
+11,326
+688% +$160K ﹤0.01% 2255
2025
Q1 		$25.3K Hold
1,646
– – ﹤0.01% 2776
2024
Q4 		$25.2K Buy
1,646
+100
+6% +$1.6K ﹤0.01% 2744
2024
Q3 		$25.2K Buy
+1,546
New +$26.5K ﹤0.01% 2654
2023
Q1 		– Sell
-5,510
Closed -$114K – 3914
2022
Q4 		$114K Buy
+5,510
New +$111K ﹤0.01% 1396

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 $4.79B AUM 26.21% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B 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 $837M AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return