EWA
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EverSource Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

EverSource Wealth Advisors’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 		$130K Buy
11,966
+3,807
+47% +$42.6K ﹤0.01% 1238
2026
Q1 		$90.2K Buy
8,159
+4,134
+103% +$48.5K ﹤0.01% 1496
2025
Q4 		$50K Sell
4,025
-245
-6% -$3.12K ﹤0.01% 1750
2025
Q3 		$54.5K Sell
4,270
-4,458
-51% -$63.5K ﹤0.01% 1648
2025
Q2 		$125K Buy
8,728
+4,494
+106% +$63.8K 0.01% 1077
2025
Q1 		$62.1K Sell
4,234
-22
-0.5% -$330 ﹤0.01% 1133
2024
Q4 		$64.4K Sell
4,256
-558
-12% -$8.41K ﹤0.01% 1073
2024
Q3 		$70.1K Buy
4,814
+642
+15% +$9.64K ﹤0.01% 922
2024
Q2 		$64.8K Buy
4,172
+3,580
+605% +$57.2K ﹤0.01% 971
2024
Q1 		$9.41K Sell
592
-210
-26% -$3.16K ﹤0.01% 1722
2023
Q4 		$11.8K Buy
802
+37
+5% +$526 ﹤0.01% 1486
2023
Q3 		$10.6K Hold
765
– – ﹤0.01% 1401
2023
Q2 		$10.3K Hold
765
– – ﹤0.01% 1426
2023
Q1 		$9.65K Hold
765
– – ﹤0.01% 1377
2022
Q4 		$8.84K Buy
+765
New +$9.17K ﹤0.01% 1375

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

EverSource Wealth Advisors's OBDC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Blue Owl Capital (OBDC) stake by 47% in Q2 2026, buying an estimated $42.6K and bringing the position to 11,966 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

EverSource Wealth Advisors first reported a position in OBDC in Q4 2022 and has held it in 15 quarters since. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • EverSource Wealth Advisors held 11,966 shares of Blue Owl Capital worth $130K as of Q2 2026.
  • EverSource Wealth Advisors bought 3,807 Blue Owl Capital shares in Q2 2026, an estimated $42.6K.
  • Blue Owl Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1238 holding.
  • EverSource Wealth Advisors first reported a position in Blue Owl Capital in Q4 2022 and has held it in 15 quarters since.
  • 430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.