Family Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

Family 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	$961K	Buy	88,380 +10,609	+14%	+$119K	0.29%	44
2026 Q1	$859K	Buy	77,771 +20,199	+35%	+$237K	0.29%	44
2025 Q4	$716K	Buy	57,572 +3,130	+6%	+$39.8K	0.26%	46
2025 Q3	$695K	Buy	54,442 +18,493	+51%	+$263K	0.26%	44
2025 Q2	$516K	Buy	35,949 +16,524	+85%	+$235K	0.21%	42
2025 Q1	$285K	Buy	+19,425	New	+$292K	0.13%	43

Other funds holding OBDC

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Family Wealth Partners increased its Blue Owl Capital (OBDC) stake by 14% in Q2 2026, buying an estimated $119K and bringing the position to 88,380 shares worth $961K. The position accounts for 0.29% of the portfolio, ranked #44.

Family Wealth Partners first reported a position in OBDC in Q1 2025 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Family Wealth Partners held 88,380 shares of Blue Owl Capital worth $961K as of Q2 2026.
Family Wealth Partners bought 10,609 Blue Owl Capital shares in Q2 2026, an estimated $119K.
Blue Owl Capital made up 0.29% of Family Wealth Partners's portfolio in Q2 2026, its #44 holding.
Family Wealth Partners first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.