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Clearstead Advisors’s Blue Owl Capital OBDC Stock Holding History

Clearstead 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 		$112K Buy
10,298
+697
+7% +$7.8K ﹤0.01% 1256
2026
Q1 		$106K Sell
9,601
-2,416
-20% -$28.4K ﹤0.01% 1127
2025
Q4 		$149K Buy
12,017
+3,296
+38% +$41.9K ﹤0.01% 998
2025
Q3 		$111K Buy
8,721
+5,072
+139% +$72.2K ﹤0.01% 1018
2025
Q2 		$52.3K Buy
3,649
+1,010
+38% +$14.3K ﹤0.01% 1277
2025
Q1 		$38.7K Buy
2,639
+72
+3% +$1.08K ﹤0.01% 1242
2024
Q4 		$38.8K Buy
2,567
+70
+3% +$1.05K ﹤0.01% 1220
2024
Q3 		$36.4K Buy
2,497
+67
+3% +$1.01K ﹤0.01% 1275
2024
Q2 		$37.3K Buy
2,430
+8
+0.3% +$128 ﹤0.01% 1229
2024
Q1 		$39.6K Buy
+2,422
New +$36.4K ﹤0.01% 825
2022
Q1 		– Sell
-925
Closed -$13K – 1436
2021
Q4 		$13K Hold
925
– – ﹤0.01% 897
2021
Q3 		$13K Sell
925
-2,400
-72% -$34.8K ﹤0.01% 907
2021
Q2 		$47K Sell
3,325
-5,400
-62% -$77.6K ﹤0.01% 566
2021
Q1 		$120K Hold
8,725
– – 0.01% 406
2020
Q4 		$110K Buy
8,725
+7,525
+627% +$95.4K 0.01% 399
2020
Q3 		$14K Buy
+1,200
New +$14.7K ﹤0.01% 626

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

Clearstead Advisors's OBDC Position: Q2 2026 in Review

Clearstead Advisors increased its Blue Owl Capital (OBDC) stake by 7.3% in Q2 2026, buying an estimated $7.8K and bringing the position to 10,298 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Clearstead Advisors first reported a position in OBDC in Q3 2020 and has held it in 16 quarters since. The position peaked at $149K in Q4 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Clearstead Advisors held 10,298 shares of Blue Owl Capital worth $112K as of Q2 2026.
  • Clearstead Advisors bought 697 Blue Owl Capital shares in Q2 2026, an estimated $7.8K.
  • Blue Owl Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1256 holding.
  • Clearstead Advisors first reported a position in Blue Owl Capital in Q3 2020 and has held it in 16 quarters since.
  • Clearstead Advisors's Blue Owl Capital position peaked at $149K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.