AWM
OBDC icon

Accurate Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Accurate Wealth Management’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Buy
25,578
+1,943
+8% +$21.7K 0.03% 473
2026
Q1 		$257K Sell
23,635
-526
-2% -$6.17K 0.03% 454
2025
Q4 		$303K Hold
24,161
– – 0.04% 405
2025
Q3 		$311K Sell
24,161
-605
-2% -$8.61K 0.04% 385
2025
Q2 		$362K Sell
24,766
-940
-4% -$13.4K 0.06% 324
2025
Q1 		$341K Buy
+25,706
New +$386K 0.07% 258

Other funds holding OBDC

SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Accurate Wealth Management's OBDC Position: Q2 2026 in Review

Accurate Wealth Management increased its Blue Owl Capital (OBDC) stake by 8.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 25,578 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #473.

Accurate Wealth Management first reported a position in OBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $362K in Q2 2025. 133 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Accurate Wealth Management held 25,578 shares of Blue Owl Capital worth $280K as of Q2 2026.
  • Accurate Wealth Management bought 1,943 Blue Owl Capital shares in Q2 2026, an estimated $21.7K.
  • Blue Owl Capital made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #473 holding.
  • Accurate Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
  • Accurate Wealth Management's Blue Owl Capital position peaked at $362K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.