Crewe Advisors’s Blue Owl Capital OBDC Stock Holding History

Crewe 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	$48.2K	Sell	4,432 -16,000	-78%	-$179K	﹤0.01%	448
2026 Q1	$226K	Buy	20,432 +8,000	+64%	+$93.9K	0.02%	199
2025 Q4	$155K	Buy	12,432 +466	+4%	+$5.92K	0.01%	234
2025 Q3	$153K	Hold	11,966	–	–	0.01%	239
2025 Q2	$172K	Hold	11,966	–	–	0.02%	172
2025 Q1	$175K	Sell	11,966 -8,000	-40%	-$120K	0.02%	148
2024 Q4	$302K	Hold	19,966	–	–	0.04%	111
2024 Q3	$291K	Hold	19,966	–	–	0.03%	117
2024 Q2	$307K	Sell	19,966 -4,034	-17%	-$64.5K	0.03%	140
2024 Q1	$369K	Buy	+24,000	New	+$361K	0.04%	122

Other funds holding OBDC

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crewe Advisors's OBDC Position: Q2 2026 in Review

Crewe Advisors reduced its Blue Owl Capital (OBDC) stake by 78% in Q2 2026, selling an estimated $179K and leaving 4,432 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Crewe Advisors first reported a position in OBDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $369K in Q1 2024. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Crewe Advisors held 4,432 shares of Blue Owl Capital worth $48.2K as of Q2 2026.
Crewe Advisors sold 16,000 Blue Owl Capital shares in Q2 2026, an estimated $179K.
Blue Owl Capital made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #448 holding.
Crewe Advisors first reported a position in Blue Owl Capital in Q1 2024 and has held it in 10 quarters since.
Crewe Advisors's Blue Owl Capital position peaked at $369K in Q1 2024.
426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.