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Darwin Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Darwin Wealth Management’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 		– Sell
-917
Closed -$10.3K – 760
2026
Q1 		$10.1K Sell
917
-25
-3% -$293 ﹤0.01% 359
2025
Q4 		$11.7K Hold
942
– – ﹤0.01% 358
2025
Q3 		$12K Hold
942
– – ﹤0.01% 352
2025
Q2 		$13.5K Buy
+942
New +$13.4K ﹤0.01% 324

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

Darwin Wealth Management's OBDC Position: Q2 2026 in Review

Darwin Wealth Management sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 917 shares — an estimated $10.3K sold.

Darwin Wealth Management first reported a position in OBDC in Q2 2025 and held it in 4 quarters. The position peaked at $13.5K in Q2 2025. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Darwin Wealth Management reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 917 Blue Owl Capital shares in Q2 2026, an estimated $10.3K.
  • Darwin Wealth Management first reported a position in Blue Owl Capital in Q2 2025 and held it in 4 quarters.
  • Darwin Wealth Management's Blue Owl Capital position peaked at $13.5K in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.