Avidian Wealth Enterprises’s Blue Owl Capital OBDC Stock Holding History

Avidian Wealth Enterprises’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 Q3	$451K	Buy	42,965 +28,535	+198%	+$317K	0.01%	506
2026 Q2	$157K	Sell	14,430 -2,960	-17%	-$33.1K	﹤0.01%	715
2026 Q1	$192K	Sell	17,390 -41,815	-71%	-$491K	0.01%	652
2025 Q4	$736K	Buy	59,205 +4,050	+7%	+$51.5K	0.03%	288
2025 Q3	$704K	Buy	55,155 +1,237	+2%	+$17.6K	0.03%	288
2025 Q2	$773K	Buy	+53,918	New	+$766K	0.03%	243
2025 Q1	–	Sell	-10,048	Closed	-$152K	–	540
2024 Q4	$152K	Sell	10,048 -1,858	-16%	-$28K	0.01%	492
2024 Q3	$173K	Sell	11,906 -275	-2%	-$4.13K	0.01%	485
2024 Q2	$187K	Buy	+12,181	New	+$195K	0.01%	484
2023 Q2	–	Sell	-23,233	Closed	-$293K	–	467
2023 Q1	$293K	Buy	23,233 +4,010	+21%	+$51.6K	0.02%	386
2022 Q4	$222K	Sell	19,223 -18,277	-49%	-$219K	0.01%	414
2022 Q3	$389K	Buy	+37,500	New	+$477K	0.03%	271

Other funds holding OBDC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

GBI

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's OBDC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Blue Owl Capital (OBDC) stake by 198% in Q3 2026, buying an estimated $317K and bringing the position to 42,965 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #506.

Avidian Wealth Enterprises first reported a position in OBDC in Q3 2022 and has held it in 12 quarters since. The position peaked at $773K in Q2 2025. 19 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

Avidian Wealth Enterprises held 42,965 shares of Blue Owl Capital worth $451K as of Q3 2026.
Avidian Wealth Enterprises bought 28,535 Blue Owl Capital shares in Q3 2026, an estimated $317K.
Blue Owl Capital made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #506 holding.
Avidian Wealth Enterprises first reported a position in Blue Owl Capital in Q3 2022 and has held it in 12 quarters since.
Avidian Wealth Enterprises's Blue Owl Capital position peaked at $773K in Q2 2025.
19 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.