Wealthedge Investment Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Wealthedge Investment Advisors’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	–	Sell	-68,037	Closed	-$769K	–	151
2026 Q1	$769K	Buy	68,037 +56,578	+494%	+$677K	0.28%	78
2025 Q4	$146K	Sell	11,459 -59,582	-84%	-$796K	0.05%	130
2025 Q3	$927K	Sell	71,041 -25,766	-27%	-$355K	0.35%	78
2025 Q2	$1.32M	Sell	96,807 -32,885	-25%	-$464K	0.55%	51
2025 Q1	$1.99M	Buy	129,692 +68,002	+110%	+$1.07M	0.9%	32
2024 Q4	$943K	Buy	+61,690	New	+$988K	0.42%	65

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

Wealthedge Investment Advisors's OCSL Position: Q2 2026 in Review

Wealthedge Investment Advisors sold out of Oaktree Specialty Lending (OCSL) in Q2 2026, closing a stake of 68,037 shares — an estimated $769K sold.

Wealthedge Investment Advisors first reported a position in OCSL in Q4 2024 and held it in 6 quarters. The position peaked at $1.99M in Q1 2025. 165 funds tracked by Wall St. Rank hold OCSL as of Q2 2026.

Wealthedge Investment Advisors reported no remaining Oaktree Specialty Lending position as of Q2 2026 after selling out during the quarter.
Wealthedge Investment Advisors sold 68,037 Oaktree Specialty Lending shares in Q2 2026, an estimated $769K.
Wealthedge Investment Advisors first reported a position in Oaktree Specialty Lending in Q4 2024 and held it in 6 quarters.
Wealthedge Investment Advisors's Oaktree Specialty Lending position peaked at $1.99M in Q1 2025.
165 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.