Carson Wealth (CWM LLC)
OBDC icon

Carson Wealth (CWM LLC)’s Blue Owl Capital OBDC Stock Holding History

Carson Wealth (CWM LLC)’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 		$39.2K Buy
3,540
+1,513
+75% +$17.8K ﹤0.01% 3975
2025
Q4 		$25K Buy
2,027
+215
+12% +$2.73K ﹤0.01% 4045
2025
Q3 		$23K Buy
1,812
+364
+25% +$5.18K ﹤0.01% 4040
2025
Q2 		$21K Buy
1,448
+35
+2% +$497 ﹤0.01% 3879
2025
Q1 		$21K Hold
1,413
– – ﹤0.01% 3639
2024
Q4 		$21K Hold
1,413
– – ﹤0.01% 3407
2024
Q3 		$21K Sell
1,413
-666
-32% -$10K ﹤0.01% 3330
2024
Q2 		$32K Buy
2,079
+1,032
+99% +$16.5K ﹤0.01% 2788
2024
Q1 		$16K Buy
1,047
+729
+229% +$11K ﹤0.01% 3047
2023
Q4 		$5K Sell
318
-989
-76% -$14.1K ﹤0.01% 3530
2023
Q3 		$18K Buy
1,307
+22
+2% +$304 ﹤0.01% 2752
2023
Q2 		$17K Buy
1,285
+170
+15% +$2.22K ﹤0.01% 2750
2023
Q1 		$14K Buy
1,115
+23
+2% +$296 ﹤0.01% 2754
2022
Q4 		$13K Sell
1,092
-1,052
-49% -$12.6K ﹤0.01% 2658
2022
Q3 		$22K Buy
2,144
+1,367
+176% +$17.4K ﹤0.01% 2168
2022
Q2 		$10K Buy
777
+18
+2% +$247 ﹤0.01% 2593
2022
Q1 		$11K Buy
759
+49
+7% +$718 ﹤0.01% 2429
2021
Q4 		$10K Buy
+710
New +$10.1K ﹤0.01% 2358
2021
Q2 		$9K Hold
634
– – ﹤0.01% 2149
2021
Q1 		$9K Hold
634
– – ﹤0.01% 2149
2020
Q4 		$9K Hold
634
– – ﹤0.01% 2149
2020
Q3 		$9K Hold
634
– – ﹤0.01% 2149
2020
Q2 		$9K Hold
634
– – ﹤0.01% 2149
2020
Q1 		$9K Hold
634
– – ﹤0.01% 2148
2019
Q4 		$9K Hold
634
– – ﹤0.01% 2148
2019
Q3 		$9K Buy
+634
New +$10.2K ﹤0.01% 2148

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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 $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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

Carson Wealth (CWM LLC)'s OBDC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Blue Owl Capital (OBDC) stake by 75% in Q1 2026, buying an estimated $17.8K and bringing the position to 3,540 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3975.

Carson Wealth (CWM LLC) first reported a position in OBDC in Q3 2019 and has held it in 26 quarters since. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,540 shares of Blue Owl Capital worth $39.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,513 Blue Owl Capital shares in Q1 2026, an estimated $17.8K.
  • Blue Owl Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3975 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blue Owl Capital in Q3 2019 and has held it in 26 quarters since.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.