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

Diversify 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	$1.38M	Buy	126,678 +8,258	+7%	+$92.4K	0.02%	525
2026 Q1	$1.33M	Buy	118,420 +32,328	+38%	+$379K	0.02%	500
2025 Q4	$1.07M	Buy	86,092 +20,539	+31%	+$261K	0.05%	307
2025 Q3	$855K	Buy	65,553 +30,012	+84%	+$427K	0.05%	296
2025 Q2	$508K	Buy	35,541 +8,877	+33%	+$126K	0.03%	367
2025 Q1	$378K	Buy	+26,664	New	+$400K	0.03%	403

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

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

Diversify Wealth Management increased its Blue Owl Capital (OBDC) stake by 7% in Q2 2026, buying an estimated $92.4K and bringing the position to 126,678 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #525.

Diversify Wealth Management first reported a position in OBDC in Q1 2025 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Diversify Wealth Management held 126,678 shares of Blue Owl Capital worth $1.38M as of Q2 2026.
Diversify Wealth Management bought 8,258 Blue Owl Capital shares in Q2 2026, an estimated $92.4K.
Blue Owl Capital made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #525 holding.
Diversify Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.