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Amplius Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

Amplius Wealth Advisors’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 		$205K Buy
18,816
+121
+0.6% +$1.35K 0.02% 206
2026
Q1 		$207K Buy
18,695
+106
+0.6% +$1.24K 0.02% 171
2025
Q4 		$231K Buy
18,589
+2,861
+18% +$36.4K 0.02% 163
2025
Q3 		$201K Sell
15,728
-2,592
-14% -$36.9K 0.02% 170
2025
Q2 		$263K Sell
18,320
-25,629
-58% -$364K 0.02% 170
2025
Q1 		$644K Buy
43,949
+3,262
+8% +$49K 0.07% 99
2024
Q4 		$615K Buy
40,687
+702
+2% +$10.6K 0.06% 92
2024
Q3 		$583K Sell
39,985
-3,826
-9% -$57.5K 0.06% 91
2024
Q2 		$673K Sell
43,811
-14,660
-25% -$234K 0.07% 85
2024
Q1 		$899K Buy
58,471
+914
+2% +$13.7K 0.1% 73
2023
Q4 		$850K Sell
57,557
-2,311
-4% -$32.8K 0.1% 70
2023
Q3 		$829K Sell
59,868
-321
-0.5% -$4.43K 0.11% 72
2023
Q2 		$808K Buy
+60,189
New +$787K 0.11% 74

Other funds holding OBDC

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
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
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
GBI
GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

Amplius Wealth Advisors's OBDC Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Blue Owl Capital (OBDC) stake by 0.65% in Q2 2026, buying an estimated $1.35K and bringing the position to 18,816 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #206.

Amplius Wealth Advisors first reported a position in OBDC in Q2 2023 and has held it in 13 quarters since. The position peaked at $899K in Q1 2024. 100 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Amplius Wealth Advisors held 18,816 shares of Blue Owl Capital worth $205K as of Q2 2026.
  • Amplius Wealth Advisors bought 121 Blue Owl Capital shares in Q2 2026, an estimated $1.35K.
  • Blue Owl Capital made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • Amplius Wealth Advisors first reported a position in Blue Owl Capital in Q2 2023 and has held it in 13 quarters since.
  • Amplius Wealth Advisors's Blue Owl Capital position peaked at $899K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.