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

Core 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 Q2	$190K	Buy	17,456 +200	+1%	+$2.24K	0.08%	186
2026 Q1	$191K	Hold	17,256	–	–	0.09%	170
2025 Q4	$214K	Hold	17,256	–	–	0.1%	161
2025 Q3	$220K	Hold	17,256	–	–	0.1%	155
2025 Q2	$247K	Hold	17,256	–	–	0.13%	147
2025 Q1	$253K	Hold	17,256	–	–	0.15%	141
2024 Q4	$261K	Hold	17,256	–	–	0.15%	138
2024 Q3	$251K	Hold	17,256	–	–	0.15%	136
2024 Q2	$265K	Hold	17,256	–	–	0.18%	116
2024 Q1	$265K	Hold	17,256	–	–	0.2%	104
2023 Q4	$255K	Hold	17,256	–	–	0.21%	90
2023 Q3	$239K	Buy	+17,256	New	+$238K	0.22%	89
2023 Q2	–	Sell	-17,256	Closed	-$218K	–	111
2023 Q1	$218K	Hold	17,256	–	–	0.22%	86
2022 Q4	$199K	Buy	+17,256	New	+$207K	0.22%	100

Other funds holding OBDC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

GBI

GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

Core Wealth Partners's OBDC Position: Q2 2026 in Review

Core Wealth Partners increased its Blue Owl Capital (OBDC) stake by 1.2% in Q2 2026, buying an estimated $2.24K and bringing the position to 17,456 shares worth $190K. The position accounts for 0.08% of the portfolio, ranked #186.

Core Wealth Partners first reported a position in OBDC in Q4 2022 and has held it in 14 quarters since. The position peaked at $265K in Q1 2024. 100 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Core Wealth Partners held 17,456 shares of Blue Owl Capital worth $190K as of Q2 2026.
Core Wealth Partners bought 200 Blue Owl Capital shares in Q2 2026, an estimated $2.24K.
Blue Owl Capital made up 0.08% of Core Wealth Partners's portfolio in Q2 2026, its #186 holding.
Core Wealth Partners first reported a position in Blue Owl Capital in Q4 2022 and has held it in 14 quarters since.
Core Wealth Partners's Blue Owl Capital position peaked at $265K in Q1 2024.
100 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.