Northwestern Mutual Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Northwestern Mutual Wealth 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	$39.7K	Hold	3,322	–	–	﹤0.01%	2625
2026 Q1	$37.5K	Sell	3,322 -4	-0.1%	-$48	﹤0.01%	2562
2025 Q4	$42.4K	Buy	+3,326	New	+$44.4K	﹤0.01%	2469
2022 Q4	–	Sell	-33	Closed	-$1K	–	3429
2022 Q3	$1K	Buy	+33	New	+$672	﹤0.01%	3000
2021 Q3	–	Sell	-33	Closed	-$1K	–	3151
2021 Q2	$1K	Buy	+33	New	+$661	﹤0.01%	2909
2019 Q4	–	Sell	-213	Closed	-$3K	–	2556
2019 Q3	$3K	Buy	+213	New	+$3.35K	﹤0.01%	2208
2018 Q1	–	Sell	-729	Closed	-$11K	–	2356
2017 Q4	$11K	Buy	+729	New	+$11.7K	﹤0.01%	1730
2016 Q3	–	Sell	-133	Closed	-$2K	–	2282
2016 Q2	$2K	Buy	+133	New	+$2.04K	﹤0.01%	1849
2016 Q1	–	Sell	-1,181	Closed	-$23K	–	2236
2015 Q4	$23K	Buy	1,181 +1,146	+3,274%	+$21.2K	﹤0.01%	969
2015 Q3	$1K	Sell	35 -3,298	-99%	-$63.5K	﹤0.01%	1576
2015 Q2	$66K	Buy	3,333 +3,180	+2,078%	+$66.6K	﹤0.01%	627
2015 Q1	$3K	Buy	+153	New	+$3.43K	﹤0.01%	1309
2014 Q4	–	Sell	-33	Closed	-$1K	–	1787
2014 Q3	$1K	Buy	+33	New	+$964	﹤0.01%	1269

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

Northwestern Mutual Wealth Management's OCSL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Oaktree Specialty Lending (OCSL) position steady in Q2 2026 at 3,322 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Northwestern Mutual Wealth Management first reported a position in OCSL in Q3 2014 and has held it in 13 quarters since. The position peaked at $66K in Q2 2015. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Northwestern Mutual Wealth Management held 3,322 shares of Oaktree Specialty Lending worth $39.7K as of Q2 2026.
Northwestern Mutual Wealth Management left its Oaktree Specialty Lending share count unchanged in Q2 2026.
Oaktree Specialty Lending made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2625 holding.
Northwestern Mutual Wealth Management first reported a position in Oaktree Specialty Lending in Q3 2014 and has held it in 13 quarters since.
Northwestern Mutual Wealth Management's Oaktree Specialty Lending position peaked at $66K in Q2 2015.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.