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 Q2	$777K	Buy	65,078 +7,073	+12%	+$85.3K	﹤0.01%	1830
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	–	3912
2022 Q4	$114K	Buy	+5,510	New	+$111K	﹤0.01%	1396

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

NewEdge Advisors's OCSL Position: Q2 2026 in Review

NewEdge Advisors increased its Oaktree Specialty Lending (OCSL) stake by 12% in Q2 2026, buying an estimated $85.3K and bringing the position to 65,078 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

NewEdge Advisors first reported a position in OCSL in Q4 2022 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

NewEdge Advisors held 65,078 shares of Oaktree Specialty Lending worth $777K as of Q2 2026.
NewEdge Advisors bought 7,073 Oaktree Specialty Lending shares in Q2 2026, an estimated $85.3K.
Oaktree Specialty Lending made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1830 holding.
NewEdge Advisors first reported a position in Oaktree Specialty Lending in Q4 2022 and has held it in 9 quarters since.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.