Significant Wealth Partners’s Oaktree Specialty Lending OCSL Stock Holding History

Significant Wealth Partners’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	$465K	Buy	38,933 +657	+2%	+$7.93K	0.5%	60
2026 Q1	$433K	Buy	+38,276	New	+$458K	0.53%	52
2024 Q2	–	Sell	-204,075	Closed	-$4.01M	–	128
2024 Q1	$4.01M	Buy	204,075 +139,881	+218%	+$2.83M	2.63%	3
2023 Q4	$1.31M	Buy	+64,194	New	+$1.27M	0.95%	31

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

Significant Wealth Partners's OCSL Position: Q2 2026 in Review

Significant Wealth Partners increased its Oaktree Specialty Lending (OCSL) stake by 1.7% in Q2 2026, buying an estimated $7.93K and bringing the position to 38,933 shares worth $465K. The position accounts for 0.5% of the portfolio, ranked #60.

Significant Wealth Partners first reported a position in OCSL in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.01M in Q1 2024. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Significant Wealth Partners held 38,933 shares of Oaktree Specialty Lending worth $465K as of Q2 2026.
Significant Wealth Partners bought 657 Oaktree Specialty Lending shares in Q2 2026, an estimated $7.93K.
Oaktree Specialty Lending made up 0.5% of Significant Wealth Partners's portfolio in Q2 2026, its #60 holding.
Significant Wealth Partners first reported a position in Oaktree Specialty Lending in Q4 2023 and has held it in 4 quarters since.
Significant Wealth Partners's Oaktree Specialty Lending position peaked at $4.01M in Q1 2024.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.