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

Avior 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
Q2 		$116K Sell
10,714
-4,879
-31% -$54.6K ﹤0.01% 778
2026
Q1 		$172K Buy
+15,593
New +$183K ﹤0.01% 804
2024
Q2 		– Sell
-419
Closed -$6.45K – 3230
2024
Q1 		$6.45K Buy
+419
New +$6.3K ﹤0.01% 2007

Other funds holding OBDC

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avior Wealth Management's OBDC Position: Q2 2026 in Review

Avior Wealth Management reduced its Blue Owl Capital (OBDC) stake by 31% in Q2 2026, selling an estimated $54.6K and leaving 10,714 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Avior Wealth Management first reported a position in OBDC in Q1 2024 and has held it in 3 quarters since. The position peaked at $172K in Q1 2026. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Avior Wealth Management held 10,714 shares of Blue Owl Capital worth $116K as of Q2 2026.
  • Avior Wealth Management sold 4,879 Blue Owl Capital shares in Q2 2026, an estimated $54.6K.
  • Blue Owl Capital made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2026, its #778 holding.
  • Avior Wealth Management first reported a position in Blue Owl Capital in Q1 2024 and has held it in 3 quarters since.
  • Avior Wealth Management's Blue Owl Capital position peaked at $172K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.