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Spire Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Spire Wealth Management’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 		– Sell
-1,550
Closed -$19.7K – 2361
2025
Q4 		$19.7K Sell
1,550
-4,460
-74% -$59.6K ﹤0.01% 1489
2025
Q3 		$78.4K Buy
6,010
+1,700
+39% +$23.4K ﹤0.01% 1083
2025
Q2 		$58.9K Sell
4,310
-250
-5% -$3.52K ﹤0.01% 1145
2025
Q1 		$70K Buy
4,560
+105
+2% +$1.65K ﹤0.01% 1169
2024
Q4 		$68.1K Buy
+4,455
New +$71.4K ﹤0.01% 1168
2023
Q1 		– Sell
-1,581
Closed -$33K – 2560
2022
Q4 		$33K Hold
1,581
– – ﹤0.01% 1155
2022
Q3 		$28K Sell
1,581
-1,131
-42% -$23K ﹤0.01% 1183
2022
Q2 		$53K Sell
2,712
-2,645
-49% -$55.7K ﹤0.01% 1269
2022
Q1 		$118K Sell
5,357
-1,805
-25% -$40.4K ﹤0.01% 1111
2021
Q4 		$160K Hold
7,162
– – ﹤0.01% 1194
2021
Q3 		$152K Hold
7,162
– – ﹤0.01% 1026
2021
Q2 		$144K Hold
7,162
– – ﹤0.01% 1066
2021
Q1 		$133K Buy
+7,162
New +$129K ﹤0.01% 1261

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Spire Wealth Management's OCSL Position: Q1 2026 in Review

Spire Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q1 2026, closing a stake of 1,550 shares — an estimated $19.7K sold.

Spire Wealth Management first reported a position in OCSL in Q1 2021 and held it in 13 quarters. The position peaked at $160K in Q4 2021. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • Spire Wealth Management reported no remaining Oaktree Specialty Lending position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,550 Oaktree Specialty Lending shares in Q1 2026, an estimated $19.7K.
  • Spire Wealth Management first reported a position in Oaktree Specialty Lending in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Oaktree Specialty Lending position peaked at $160K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.