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

Apollon 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
Q1 		$21M Buy
1,894,992
+1,783,661
+1,602% +$20.9M 0.34% 55
2025
Q4 		$1.38M Sell
111,331
-19,832
-15% -$252K 0.02% 468
2025
Q3 		$1.67M Sell
131,163
-259
-0.2% -$3.69K 0.03% 422
2025
Q2 		$1.88M Buy
131,422
+1,839
+1% +$26.1K 0.04% 370
2025
Q1 		$1.9M Buy
129,583
+10,527
+9% +$158K 0.04% 344
2024
Q4 		$1.8M Buy
119,056
+9,040
+8% +$136K 0.04% 362
2024
Q3 		$1.6M Buy
110,016
+1,760
+2% +$26.4K 0.05% 355
2024
Q2 		$1.66M Buy
108,256
+16,517
+18% +$264K 0.05% 334
2024
Q1 		$1.41M Buy
91,739
+7,593
+9% +$114K 0.04% 367
2023
Q4 		$1.24M Sell
84,146
-21,099
-20% -$300K 0.04% 384
2023
Q3 		$1.46M Buy
105,245
+642
+0.6% +$8.86K 0.07% 267
2023
Q2 		$1.4M Buy
104,603
+64,402
+160% +$842K 0.07% 300
2023
Q1 		$507K Buy
40,201
+1,137
+3% +$14.6K 0.03% 531
2022
Q4 		$451K Buy
39,064
+2,289
+6% +$27.4K 0.03% 545
2022
Q3 		$381K Buy
36,775
+19,400
+112% +$247K 0.03% 524
2022
Q2 		$214K Buy
17,375
+1,250
+8% +$17.1K 0.02% 660
2022
Q1 		$238K Sell
16,125
-1,910
-11% -$28K 0.02% 655
2021
Q4 		$255K Buy
+18,035
New +$258K 0.02% 627

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Apollon Wealth Management's OBDC Position: Q1 2026 in Review

Apollon Wealth Management increased its Blue Owl Capital (OBDC) stake by 1,602% in Q1 2026, buying an estimated $20.9M and bringing the position to 1,894,992 shares worth $21M. The position accounts for 0.34% of the portfolio, ranked #55.

Apollon Wealth Management first reported a position in OBDC in Q4 2021 and has held it in 18 quarters since. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Apollon Wealth Management held 1,894,992 shares of Blue Owl Capital worth $21M as of Q1 2026.
  • Apollon Wealth Management bought 1,783,661 Blue Owl Capital shares in Q1 2026, an estimated $20.9M.
  • Blue Owl Capital made up 0.34% of Apollon Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Apollon Wealth Management first reported a position in Blue Owl Capital in Q4 2021 and has held it in 18 quarters since.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.