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Fulcrum Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

Fulcrum 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 		– Sell
-10,351
Closed -$114K – 87
2026
Q1 		$114K Sell
10,351
-37,099
-78% -$435K 0.09% 70
2025
Q4 		$590K Buy
+47,450
New +$603K 0.49% 32

Other funds holding OBDC

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Fulcrum Wealth Advisors sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 10,351 shares — an estimated $114K sold.

Fulcrum Wealth Advisors first reported a position in OBDC in Q4 2025 and held it in 2 quarters. The position peaked at $590K in Q4 2025. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Fulcrum Wealth Advisors reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Fulcrum Wealth Advisors sold 10,351 Blue Owl Capital shares in Q2 2026, an estimated $114K.
  • Fulcrum Wealth Advisors first reported a position in Blue Owl Capital in Q4 2025 and held it in 2 quarters.
  • Fulcrum Wealth Advisors's Blue Owl Capital position peaked at $590K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.