BlueChip Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

BlueChip 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	$118K	Hold	10,837	–	–	0.04%	171
2026 Q1	$120K	Sell	10,837 -4,600	-30%	-$54K	0.05%	143
2025 Q4	$192K	Buy	15,437 +4,600	+42%	+$58.5K	0.08%	155
2025 Q3	$138K	Sell	10,837 -15,918	-59%	-$227K	0.06%	154
2025 Q2	$319K	Buy	26,755 +13,318	+99%	+$189K	0.14%	123
2025 Q1	$197K	Buy	13,437 +2,600	+24%	+$39.1K	0.1%	150
2024 Q4	$164K	Sell	10,837 -16,403	-60%	-$247K	0.09%	134
2024 Q3	$397K	Sell	27,240 -500	-2%	-$7.51K	0.21%	97
2024 Q2	$426K	Hold	27,740	–	–	0.25%	83
2024 Q1	$427K	Hold	27,740	–	–	0.28%	72
2023 Q4	$409K	Buy	+27,740	New	+$394K	0.29%	72

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlueChip Wealth Advisors's OBDC Position: Q2 2026 in Review

BlueChip Wealth Advisors held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 10,837 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #171.

BlueChip Wealth Advisors first reported a position in OBDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $427K in Q1 2024. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

BlueChip Wealth Advisors held 10,837 shares of Blue Owl Capital worth $118K as of Q2 2026.
BlueChip Wealth Advisors left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up 0.04% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #171 holding.
BlueChip Wealth Advisors first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's Blue Owl Capital position peaked at $427K in Q1 2024.
426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.