BlueStem Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

BlueStem Wealth Partners’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	$403K	Buy	36,475 +1,032	+3%	+$12.1K	0.04%	92
2025 Q4	$441K	Buy	35,443 +978	+3%	+$12.4K	0.05%	84
2025 Q3	$440K	Buy	34,465 +837	+2%	+$11.9K	0.05%	75
2025 Q2	$482K	Buy	33,628 +887	+3%	+$12.6K	0.06%	67
2025 Q1	$480K	Buy	32,741 +784	+2%	+$11.8K	0.07%	61
2024 Q4	$483K	Buy	+31,957	New	+$482K	0.06%	60

Other funds holding OBDC

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 $223M AUM 26.5% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BlueStem Wealth Partners's OBDC Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Blue Owl Capital (OBDC) stake by 2.9% in Q1 2026, buying an estimated $12.1K and bringing the position to 36,475 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #92.

BlueStem Wealth Partners first reported a position in OBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $483K in Q4 2024. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

BlueStem Wealth Partners held 36,475 shares of Blue Owl Capital worth $403K as of Q1 2026.
BlueStem Wealth Partners bought 1,032 Blue Owl Capital shares in Q1 2026, an estimated $12.1K.
Blue Owl Capital made up 0.04% of BlueStem Wealth Partners's portfolio in Q1 2026, its #92 holding.
BlueStem Wealth Partners first reported a position in Blue Owl Capital in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Blue Owl Capital position peaked at $483K in Q4 2024.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.