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Whipplewood Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Whipplewood 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
2025
Q4 		– Sell
-2,123
Closed -$27.7K – 507
2025
Q3 		$27.7K Sell
2,123
-71,093
-97% -$979K 0.02% 232
2025
Q2 		$1M Buy
73,216
+73,163
+138,043% +$1.03M 0.55% 43
2025
Q1 		$474K Sell
53
-30,376
-100% -$476K 0.28% 83
2024
Q4 		$465K Buy
+30,429
New +$488K 0.26% 90

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
VanEck Associates
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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 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

Whipplewood Advisors's OCSL Position: Q4 2025 in Review

Whipplewood Advisors sold out of Oaktree Specialty Lending (OCSL) in Q4 2025, closing a stake of 2,123 shares — an estimated $27.7K sold.

Whipplewood Advisors first reported a position in OCSL in Q4 2024 and held it in 4 quarters. The position peaked at $1M in Q2 2025. 203 funds tracked by Wall St. Rank hold OCSL as of Q4 2025.

  • Whipplewood Advisors reported no remaining Oaktree Specialty Lending position as of Q4 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 2,123 Oaktree Specialty Lending shares in Q4 2025, an estimated $27.7K.
  • Whipplewood Advisors first reported a position in Oaktree Specialty Lending in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Oaktree Specialty Lending position peaked at $1M in Q2 2025.
  • 203 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2025.

Based on Whipplewood Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.