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Salem Investment Counselors’s Oaktree Specialty Lending OCSL Stock Holding History

Salem Investment Counselors’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 		– Sell
-283
Closed -$3.69K – 892
2025
Q3 		$3.69K Hold
283
– – ﹤0.01% 1020
2025
Q2 		$3.87K Hold
283
– – ﹤0.01% 980
2025
Q1 		$4.35K Hold
283
– – ﹤0.01% 945
2024
Q4 		$4.33K Hold
283
– – ﹤0.01% 940
2024
Q3 		$4.62K Hold
283
– – ﹤0.01% 938
2024
Q2 		$5.32K Hold
283
– – ﹤0.01% 918
2024
Q1 		$5.56K Hold
283
– – ﹤0.01% 911
2023
Q4 		$5.78K Hold
283
– – ﹤0.01% 889
2023
Q3 		$5.69K Hold
283
– – ﹤0.01% 877
2023
Q2 		$5.5K Hold
283
– – ﹤0.01% 908
2023
Q1 		$5.31K Hold
283
– – ﹤0.01% 902
2022
Q4 		$5.84K Hold
283
– – ﹤0.01% 864
2022
Q3 		$5K Sell
283
-584
-67% -$11.9K ﹤0.01% 864
2022
Q2 		$17K Buy
867
+584
+206% +$12.3K ﹤0.01% 691
2022
Q1 		$6K Hold
283
– – ﹤0.01% 831
2021
Q4 		$6K Buy
+283
New +$6.26K ﹤0.01% 909
2013
Q3 		– Sell
-5,533
Closed -$173K – 284
2013
Q2 		$173K Buy
+5,533
New +$177K 0.03% 257

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

Salem Investment Counselors's OCSL Position: Q4 2025 in Review

Salem Investment Counselors sold out of Oaktree Specialty Lending (OCSL) in Q4 2025, closing a stake of 283 shares — an estimated $3.69K sold.

Salem Investment Counselors first reported a position in OCSL in Q2 2013 and held it in 17 quarters. The position peaked at $173K in Q2 2013. 204 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

  • Salem Investment Counselors reported no remaining Oaktree Specialty Lending position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 283 Oaktree Specialty Lending shares in Q4 2025, an estimated $3.69K.
  • Salem Investment Counselors first reported a position in Oaktree Specialty Lending in Q2 2013 and held it in 17 quarters.
  • Salem Investment Counselors's Oaktree Specialty Lending position peaked at $173K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.