Coppell Advisory Solutions’s Blue Owl Capital OBDC Stock Holding History

Coppell Advisory Solutions’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	$1.04M	Buy	+103	New	+$1.15K	0.09%	188
2025 Q1	–	Sell	-2,143	Closed	-$33.2K	–	1357
2024 Q4	$33.2K	Buy	2,143 +235	+12%	+$3.54K	﹤0.01%	713
2024 Q3	$28.6K	Hold	1,908	–	–	﹤0.01%	730
2024 Q2	$29.3K	Buy	+1,908	New	+$30.5K	﹤0.01%	639
2023 Q4	$38.5K	Buy	2,608 +1,708	+190%	+$24.3K	0.01%	557
2023 Q3	$10.4K	Buy	+900	New	+$12.4K	﹤0.01%	600
2023 Q1	–	Sell	-900	Closed	-$10.4K	–	780
2022 Q4	$10.4K	Buy	+900	New	+$10.8K	﹤0.01%	604

Other funds holding OBDC

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

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

Coppell Advisory Solutions's OBDC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 103 shares worth $1.04M. The stake represents 0.09% of the portfolio and ranks #188 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in OBDC as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in OBDC in Q4 2022 and has held it in 7 quarters since. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Coppell Advisory Solutions held 103 shares of Blue Owl Capital worth $1.04M as of Q2 2026.
Blue Owl Capital was a new Coppell Advisory Solutions position in Q2 2026.
Blue Owl Capital made up 0.09% of Coppell Advisory Solutions's portfolio in Q2 2026, its #188 holding.
Coppell Advisory Solutions first reported a position in Blue Owl Capital in Q4 2022 and has held it in 7 quarters since.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.