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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 428 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.
428 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.