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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
Q3 		– Sell
-1,912
Closed -$20.8K – 1387
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Elevation Wealth Partners's OBDC Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Blue Owl Capital (OBDC) in Q3 2026, closing a stake of 1,912 shares — an estimated $20.8K sold.

Elevation Wealth Partners first reported a position in OBDC in Q3 2025 and held it in 4 quarters. The position peaked at $23.1K in Q4 2025. 18 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Blue Owl Capital position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,912 Blue Owl Capital shares in Q3 2026, an estimated $20.8K.
  • Elevation Wealth Partners first reported a position in Blue Owl Capital in Q3 2025 and held it in 4 quarters.
  • Elevation Wealth Partners's Blue Owl Capital position peaked at $23.1K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.