United Advisor Group’s Oaktree Specialty Lending OCSL Stock Holding History

United Advisor Group’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	$3.5M	Buy	293,056 +7,413	+3%	+$89.4K	0.37%	69
2026 Q1	$3.23M	Buy	285,643 +61,203	+27%	+$733K	0.4%	62
2025 Q4	$2.86M	Sell	224,440 -34,612	-13%	-$462K	0.36%	73
2025 Q3	$3.38M	Buy	259,052 +29,748	+13%	+$410K	0.45%	54
2025 Q2	$3.13M	Buy	229,304 +7,148	+3%	+$101K	0.54%	48
2025 Q1	$3.41M	Buy	222,156 +15,797	+8%	+$248K	0.7%	34
2024 Q4	$3.15M	Buy	206,359 +50,895	+33%	+$815K	0.62%	39
2024 Q3	$2.54M	Buy	155,464 +19,665	+14%	+$337K	0.57%	45
2024 Q2	$2.55M	Buy	135,799 +16,854	+14%	+$326K	0.79%	30
2024 Q1	$2.34M	Buy	+118,945	New	+$2.4M	0.88%	30

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

United Advisor Group's OCSL Position: Q2 2026 in Review

United Advisor Group increased its Oaktree Specialty Lending (OCSL) stake by 2.6% in Q2 2026, buying an estimated $89.4K and bringing the position to 293,056 shares worth $3.5M. The position accounts for 0.37% of the portfolio, ranked #69.

United Advisor Group first reported a position in OCSL in Q1 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

United Advisor Group held 293,056 shares of Oaktree Specialty Lending worth $3.5M as of Q2 2026.
United Advisor Group bought 7,413 Oaktree Specialty Lending shares in Q2 2026, an estimated $89.4K.
Oaktree Specialty Lending made up 0.37% of United Advisor Group's portfolio in Q2 2026, its #69 holding.
United Advisor Group first reported a position in Oaktree Specialty Lending in Q1 2024 and has held it in 10 quarters since.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.