OCSL β€” OAKTREE SPECIALTY LENDING CORP COM

Ownership history in United Advisor Group, LLC  Β·  9 quarters on record

AI Ownership Summary

United Advisor Group, LLC reported OAKTREE SPECIALTY LENDING CORP COM (OCSL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.88% in 2024 Q1. The latest visible filing shows OCSL at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OCSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was United Advisor Group, LLC's position in OAKTREE SPECIALTY LENDING CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OCSL was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How United Advisor Group, LLC held OCSL β€” position size vs. price
% of Fund (quarterly)    OCSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 285,643 +61,203 +27.3% 0.40% $3.2M 2026-04-17 $13.12
2025 Q4 REDUCED 224,440 -34,612 -13.4% 0.36% $2.9M 2026-01-26 $12.17
2025 Q3 ADDED 259,052 +29,748 +13.0% 0.45% $3.4M 2025-11-12 $12.80
2025 Q2 ADDED 229,304 +7,148 +3.2% 0.54% $3.1M 2025-08-11 $12.23
2025 Q1 ADDED 222,156 +15,797 +7.7% 0.70% $3.4M 2025-04-21 $12.42
2024 Q4 ADDED 206,359 +50,895 +32.7% 0.62% $3.2M 2025-02-24 $13.61
2024 Q3 ADDED 155,464 +19,665 +14.5% 0.57% $2.5M 2024-10-30 $13.54
2024 Q2 ADDED 135,799 +16,854 +14.2% 0.79% $2.6M 2024-08-08 $12.93
2024 Q1 INITIATED 118,945 β€” β€” 0.88% $2.3M 2024-05-14 $15.11

FAQ About United Advisor Group, LLC and OCSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has United Advisor Group, LLC reported owning OCSL?

United Advisor Group, LLC reported OCSL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported OCSL position in United Advisor Group, LLC's portfolio?

The largest reported portfolio weight for OCSL was 0.88% in 2024 Q1.

What is the latest reported OCSL position on this page?

The most recent filing on this page is 2026 Q1, when United Advisor Group, LLC reported 285,643 shares, equal to 0.40% of portfolio, with an estimated market value of $3.2M.

What does the chart on this OCSL ownership page compare?

The chart compares United Advisor Group, LLC's quarterly OCSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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