Capstone Investment Advisors
OBDC icon

Capstone Investment Advisors’s Blue Owl Capital OBDC Stock Holding History

Capstone Investment 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 		– Sell
-94,937
Closed -$1.05M – 1840
2026
Q1 		$1.05M Buy
94,937
+12,157
+15% +$143K ﹤0.01% 851
2025
Q4 		$1.03M Sell
82,780
-38,468
-32% -$489K ﹤0.01% 856
2025
Q3 		$1.55M Buy
121,248
+65,289
+117% +$929K ﹤0.01% 865
2025
Q2 		$802K Buy
+55,959
New +$795K ﹤0.01% 933

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
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

Capstone Investment Advisors's OBDC Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 94,937 shares — an estimated $1.05M sold.

Capstone Investment Advisors first reported a position in OBDC in Q2 2025 and held it in 4 quarters. The position peaked at $1.55M in Q3 2025. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 94,937 Blue Owl Capital shares in Q2 2026, an estimated $1.05M.
  • Capstone Investment Advisors first reported a position in Blue Owl Capital in Q2 2025 and held it in 4 quarters.
  • Capstone Investment Advisors's Blue Owl Capital position peaked at $1.55M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.