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

Strategic 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	$35.7K	Sell	2,989 -31,000	-91%	-$374K	﹤0.01%	607
2026 Q1	$384K	Sell	33,989 -300	-0.9%	-$3.59K	0.03%	223
2025 Q4	$437K	Sell	34,289 -3,900	-10%	-$52.1K	0.03%	220
2025 Q3	$498K	Buy	38,189 +700	+2%	+$9.64K	0.04%	230
2025 Q2	$512K	Buy	+37,489	New	+$528K	0.04%	208
2024 Q4	$753K	Buy	48,019 +200	+0.4%	+$3.2K	0.06%	169
2024 Q3	$780K	Buy	+47,819	New	+$819K	0.08%	164

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

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

Strategic Wealth Partners reduced its Oaktree Specialty Lending (OCSL) stake by 91% in Q2 2026, selling an estimated $374K and leaving 2,989 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Strategic Wealth Partners first reported a position in OCSL in Q3 2024 and has held it in 7 quarters since. The position peaked at $780K in Q3 2024. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Strategic Wealth Partners held 2,989 shares of Oaktree Specialty Lending worth $35.7K as of Q2 2026.
Strategic Wealth Partners sold 31,000 Oaktree Specialty Lending shares in Q2 2026, an estimated $374K.
Oaktree Specialty Lending made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #607 holding.
Strategic Wealth Partners first reported a position in Oaktree Specialty Lending in Q3 2024 and has held it in 7 quarters since.
Strategic Wealth Partners's Oaktree Specialty Lending position peaked at $780K in Q3 2024.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.