Creative Planning
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Creative Planning’s Blue Owl Capital OBDC Stock Holding History

Creative Planning’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 		$6.46M Sell
583,967
-237,545
-29% -$2.79M ﹤0.01% 997
2025
Q4 		$10.2M Sell
821,512
-57,388
-7% -$730K 0.01% 616
2025
Q3 		$11.2M Sell
878,900
-197,171
-18% -$2.81M 0.01% 523
2025
Q2 		$15.4M Sell
1,076,071
-357,232
-25% -$5.07M 0.01% 397
2025
Q1 		$21M Buy
1,433,303
+1,262,741
+740% +$19M 0.02% 314
2024
Q4 		$2.58M Sell
170,562
-60,280
-26% -$908K ﹤0.01% 982
2024
Q3 		$3.36M Sell
230,842
-28,819
-11% -$433K ﹤0.01% 805
2024
Q2 		$3.99M Sell
259,661
-596
-0.2% -$9.53K ﹤0.01% 704
2024
Q1 		$4M Buy
260,257
+17,712
+7% +$266K ﹤0.01% 688
2023
Q4 		$3.58M Buy
242,545
+4,463
+2% +$63.4K 0.01% 672
2023
Q3 		$3.3M Sell
238,082
-4,477
-2% -$61.8K ﹤0.01% 662
2023
Q2 		$3.26M Buy
242,559
+14,558
+6% +$190K ﹤0.01% 648
2023
Q1 		$2.88M Buy
228,001
+5,038
+2% +$64.8K ﹤0.01% 655
2022
Q4 		$2.58M Buy
222,963
+2,110
+1% +$25.3K ﹤0.01% 672
2022
Q3 		$2.29M Sell
220,853
-34,607
-14% -$440K ﹤0.01% 659
2022
Q2 		$3.15M Sell
255,460
-9,336
-4% -$128K 0.01% 572
2022
Q1 		$3.91M Buy
264,796
+116,012
+78% +$1.7M 0.01% 517
2021
Q4 		$2.11M Buy
148,784
+64,692
+77% +$925K ﹤0.01% 673
2021
Q3 		$1.19M Buy
84,092
+16,578
+25% +$240K ﹤0.01% 874
2021
Q2 		$963K Buy
67,514
+51,292
+316% +$737K ﹤0.01% 950
2021
Q1 		$223K Buy
16,222
+1,667
+11% +$22.7K ﹤0.01% 2012
2020
Q4 		$184K Buy
14,555
+1,578
+12% +$20K ﹤0.01% 1928
2020
Q3 		$157K Buy
+12,977
New +$159K ﹤0.01% 1741

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

Creative Planning's OBDC Position: Q1 2026 in Review

Creative Planning reduced its Blue Owl Capital (OBDC) stake by 29% in Q1 2026, selling an estimated $2.79M and leaving 583,967 shares worth $6.46M. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Creative Planning first reported a position in OBDC in Q3 2020 and has held it in 23 quarters since. The position peaked at $21M in Q1 2025. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Creative Planning held 583,967 shares of Blue Owl Capital worth $6.46M as of Q1 2026.
  • Creative Planning sold 237,545 Blue Owl Capital shares in Q1 2026, an estimated $2.79M.
  • Blue Owl Capital made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #997 holding.
  • Creative Planning first reported a position in Blue Owl Capital in Q3 2020 and has held it in 23 quarters since.
  • Creative Planning's Blue Owl Capital position peaked at $21M in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.