EWP
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Elevation Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

Elevation 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 		$20.8K Hold
1,912
– – 0.01% 581
2026
Q1 		$21.2K Buy
1,912
+54
+3% +$634 0.01% 363
2025
Q4 		$23.1K Buy
1,858
+51
+3% +$648 0.01% 341
2025
Q3 		$23.1K Buy
+1,807
New +$25.7K 0.01% 315

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Elevation Wealth Partners held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 1,912 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #581.

Elevation Wealth Partners first reported a position in OBDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.1K in Q4 2025. 153 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Elevation Wealth Partners held 1,912 shares of Blue Owl Capital worth $20.8K as of Q2 2026.
  • Elevation Wealth Partners left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #581 holding.
  • Elevation Wealth Partners first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Blue Owl Capital position peaked at $23.1K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.