Envestnet Portfolio Solutions
OBDC icon

Envestnet Portfolio Solutions’s Blue Owl Capital OBDC Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-10,545
Closed -$155K – 1612
2025
Q1 		$155K Buy
+10,545
New +$158K ﹤0.01% 1519

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Portfolio Solutions's OBDC Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Blue Owl Capital (OBDC) in Q2 2025, closing a stake of 10,545 shares — an estimated $155K sold.

Envestnet Portfolio Solutions first reported a position in OBDC in Q1 2025 and held it in 1 quarter. The position peaked at $155K in Q1 2025. 440 funds tracked by Wall St. Rank hold OBDC as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,545 Blue Owl Capital shares in Q2 2025, an estimated $155K.
  • Envestnet Portfolio Solutions first reported a position in Blue Owl Capital in Q1 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Blue Owl Capital position peaked at $155K in Q1 2025.
  • 440 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.