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 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) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

EverSource Wealth Advisors's OBDC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Blue Owl Capital (OBDC) stake by 103% in Q1 2026, buying an estimated $48.5K and bringing the position to 8,159 shares worth $90.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

EverSource Wealth Advisors first reported a position in OBDC in Q4 2022 and has held it in 14 quarters since. The position peaked at $125K in Q2 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

EverSource Wealth Advisors held 8,159 shares of Blue Owl Capital worth $90.2K as of Q1 2026.
EverSource Wealth Advisors bought 4,134 Blue Owl Capital shares in Q1 2026, an estimated $48.5K.
Blue Owl Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1496 holding.
EverSource Wealth Advisors first reported a position in Blue Owl Capital in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Blue Owl Capital position peaked at $125K in Q2 2025.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.