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Spectrum Wealth Counsel’s Oaktree Specialty Lending OCSL Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$1.15K Hold
75
– – ﹤0.01% 314
2024
Q4 		$1.15K Hold
75
– – ﹤0.01% 326
2024
Q3 		$1.22K Buy
+75
New +$1.28K ﹤0.01% 348

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spectrum Wealth Counsel's OCSL Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Oaktree Specialty Lending (OCSL) position steady in Q1 2025 at 75 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Spectrum Wealth Counsel first reported a position in OCSL in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.22K in Q3 2024. 188 funds tracked by Wall St. Rank hold OCSL as of Q1 2025.

  • Spectrum Wealth Counsel held 75 shares of Oaktree Specialty Lending worth $1.15K as of Q1 2025.
  • Spectrum Wealth Counsel left its Oaktree Specialty Lending share count unchanged in Q1 2025.
  • Oaktree Specialty Lending made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #314 holding.
  • Spectrum Wealth Counsel first reported a position in Oaktree Specialty Lending in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Oaktree Specialty Lending position peaked at $1.22K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.