Sound Income Strategies’s Oaktree Specialty Lending OCSL Stock Holding History

Sound Income Strategies’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 Q1	$604K	Buy	53,995 +4,535	+9%	+$54.3K	0.03%	228
2025 Q4	$637K	Buy	49,460 +46,115	+1,379%	+$616K	0.03%	221
2025 Q3	$42K	Buy	+3,345	New	+$46.1K	﹤0.01%	595
2023 Q1	–	Sell	-1,809	Closed	-$37.3K	–	1117
2022 Q4	$37.3K	Buy	1,809 +80	+5%	+$1.61K	﹤0.01%	293
2022 Q3	$31K	Buy	1,729 +956	+124%	+$19.5K	﹤0.01%	292
2022 Q2	$15K	Buy	773 +583	+307%	+$12.3K	﹤0.01%	393
2022 Q1	$4K	Buy	+190	New	+$4.25K	﹤0.01%	634
2021 Q1	–	Sell	-224	Closed	-$4K	–	1028
2020 Q4	$4K	Hold	224	–	–	﹤0.01%	626
2020 Q3	$3K	Hold	224	–	–	﹤0.01%	623
2020 Q2	$3K	Hold	224	–	–	﹤0.01%	596
2020 Q1	$2K	Hold	224	–	–	﹤0.01%	606
2019 Q4	$4K	Hold	224	–	–	﹤0.01%	495
2019 Q3	$3K	Hold	224	–	–	﹤0.01%	505
2019 Q2	$4K	Hold	224	–	–	﹤0.01%	475
2019 Q1	$3K	Hold	224	–	–	﹤0.01%	513
2018 Q4	$3K	Hold	224	–	–	﹤0.01%	505
2018 Q3	$3K	Hold	224	–	–	﹤0.01%	514
2018 Q2	$3K	Hold	224	–	–	﹤0.01%	478
2018 Q1	$3K	Buy	+224	New	+$3.1K	﹤0.01%	453

Other funds holding OCSL

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

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

Sound Income Strategies's OCSL Position: Q1 2026 in Review

Sound Income Strategies increased its Oaktree Specialty Lending (OCSL) stake by 9.2% in Q1 2026, buying an estimated $54.3K and bringing the position to 53,995 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #228.

Sound Income Strategies first reported a position in OCSL in Q1 2018 and has held it in 19 quarters since. The position peaked at $637K in Q4 2025. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

Sound Income Strategies held 53,995 shares of Oaktree Specialty Lending worth $604K as of Q1 2026.
Sound Income Strategies bought 4,535 Oaktree Specialty Lending shares in Q1 2026, an estimated $54.3K.
Oaktree Specialty Lending made up 0.03% of Sound Income Strategies's portfolio in Q1 2026, its #228 holding.
Sound Income Strategies first reported a position in Oaktree Specialty Lending in Q1 2018 and has held it in 19 quarters since.
Sound Income Strategies's Oaktree Specialty Lending position peaked at $637K in Q4 2025.
187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.