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Running Point Capital Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Running Point Capital 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
2025
Q4 		$367K Buy
28,789
+877
+3% +$11.7K 0.1% 101
2025
Q3 		$364K Buy
27,912
+2,832
+11% +$39K 0.1% 100
2025
Q2 		$343K Buy
25,080
+5,000
+25% +$70.5K 0.09% 101
2025
Q1 		$308K Buy
20,080
+3,080
+18% +$48.3K 0.1% 97
2024
Q4 		$260K Buy
+17,000
New +$272K 0.09% 93

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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 $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Running Point Capital Advisors's OCSL Position: Q4 2025 in Review

Running Point Capital Advisors increased its Oaktree Specialty Lending (OCSL) stake by 3.1% in Q4 2025, buying an estimated $11.7K and bringing the position to 28,789 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #101.

Running Point Capital Advisors first reported a position in OCSL in Q4 2024 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

  • Running Point Capital Advisors held 28,789 shares of Oaktree Specialty Lending worth $367K as of Q4 2025.
  • Running Point Capital Advisors bought 877 Oaktree Specialty Lending shares in Q4 2025, an estimated $11.7K.
  • Oaktree Specialty Lending made up 0.1% of Running Point Capital Advisors's portfolio in Q4 2025, its #101 holding.
  • Running Point Capital Advisors first reported a position in Oaktree Specialty Lending in Q4 2024 and has held it in 5 quarters since.
  • 204 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.