Steward Partners Investment Advisory’s Oaktree Specialty Lending OCSL Stock Holding History

Steward Partners Investment Advisory’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	$1.07K	Hold	90	–	–	﹤0.01%	4366
2026 Q1	$1.02K	Hold	90	–	–	﹤0.01%	4186
2025 Q4	$1.15K	Buy	+90	New	+$1.2K	﹤0.01%	4072
2024 Q4	–	Sell	-1,385	Closed	-$22.6K	–	4054
2024 Q3	$22.6K	Hold	1,385	–	–	﹤0.01%	2610
2024 Q2	$26.1K	Hold	1,385	–	–	﹤0.01%	2408
2024 Q1	$27.2K	Sell	1,385 -75	-5%	-$1.51K	﹤0.01%	2384
2023 Q4	$29.8K	Hold	1,460	–	–	﹤0.01%	2207
2023 Q3	$29.4K	Sell	1,460 -15,990	-92%	-$320K	﹤0.01%	2141
2023 Q2	$339K	Buy	17,450 +17,375	+23,167%	+$327K	0.01%	1077
2023 Q1	$1.41K	Buy	+75	New	+$1.49K	﹤0.01%	3081
2022 Q3	–	Sell	-177	Closed	-$3K	–	3336
2022 Q2	$3K	Sell	177 -10,130	-98%	-$213K	﹤0.01%	2928
2022 Q1	$228K	Sell	10,307 -8,451	-45%	-$189K	﹤0.01%	1245
2021 Q4	$420K	Buy	18,758 +109	+0.6%	+$2.41K	0.01%	1003
2021 Q3	$395K	Buy	+18,649	New	+$394K	0.01%	999
2021 Q2	–	Sell	-840	Closed	-$15.6K	–	7309
2021 Q1	$15.6K	Buy	840 +747	+803%	+$13.4K	﹤0.01%	2585
2020 Q4	$2K	Buy	+93	New	+$1.44K	﹤0.01%	2720
2018 Q3	–	Sell	-17	Closed	–	–	2662
2018 Q2	$0	Buy	+17	New	+$237	﹤0.01%	2515
2018 Q1	–	Sell	-6,000	Closed	-$88K	–	2288
2017 Q4	$88K	Buy	+6,000	New	+$96.1K	0.01%	665

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

Steward Partners Investment Advisory's OCSL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Oaktree Specialty Lending (OCSL) position steady in Q2 2026 at 90 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #4366.

Steward Partners Investment Advisory first reported a position in OCSL in Q4 2017 and has held it in 18 quarters since. The position peaked at $420K in Q4 2021. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Steward Partners Investment Advisory held 90 shares of Oaktree Specialty Lending worth $1.07K as of Q2 2026.
Steward Partners Investment Advisory left its Oaktree Specialty Lending share count unchanged in Q2 2026.
Oaktree Specialty Lending made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4366 holding.
Steward Partners Investment Advisory first reported a position in Oaktree Specialty Lending in Q4 2017 and has held it in 18 quarters since.
Steward Partners Investment Advisory's Oaktree Specialty Lending position peaked at $420K in Q4 2021.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.