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

Arista 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
2025
Q4 		– Sell
-13,100
Closed -$167K – 298
2025
Q3 		$167K Sell
13,100
-2,391
-15% -$34K 0.02% 263
2025
Q2 		$222K Buy
+15,491
New +$220K 0.03% 215

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arista Wealth Management's OBDC Position: Q4 2025 in Review

Arista Wealth Management sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 13,100 shares — an estimated $167K sold.

Arista Wealth Management first reported a position in OBDC in Q2 2025 and held it in 2 quarters. The position peaked at $222K in Q2 2025. 471 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

  • Arista Wealth Management reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 13,100 Blue Owl Capital shares in Q4 2025, an estimated $167K.
  • Arista Wealth Management first reported a position in Blue Owl Capital in Q2 2025 and held it in 2 quarters.
  • Arista Wealth Management's Blue Owl Capital position peaked at $222K in Q2 2025.
  • 471 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.