Global Wealth Management Investment Advisory’s Blue Owl Capital OBDC Stock Holding History

Global Wealth Management Investment Advisory’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	$1.27M	Buy	116,637 +15,139	+15%	+$169K	0.18%	93
2026 Q1	$1.12M	Buy	101,498 +13,630	+16%	+$160K	0.18%	96
2025 Q4	$1.09M	Buy	87,868 +11,553	+15%	+$147K	0.18%	97
2025 Q3	$975K	Buy	76,315 +713	+0.9%	+$10.2K	0.16%	106
2025 Q2	$1.08M	Buy	75,602 +5,656	+8%	+$80.4K	0.2%	96
2025 Q1	$1.03M	Buy	+69,946	New	+$1.05M	0.21%	95
2024 Q1	–	Sell	-5,201	Closed	-$76.8K	–	337
2023 Q4	$76.8K	Hold	5,201	–	–	0.02%	162
2023 Q3	$72K	Hold	5,201	–	–	0.02%	172
2023 Q2	$69.8K	Buy	+5,201	New	+$68K	0.02%	177
2022 Q3	–	Sell	-5,201	Closed	-$64K	–	362
2022 Q2	$64K	Hold	5,201	–	–	0.02%	165
2022 Q1	$77K	Hold	5,201	–	–	0.02%	172
2021 Q4	$74K	Hold	5,201	–	–	0.02%	172
2021 Q3	$73K	Buy	+5,201	New	+$75.4K	0.02%	185

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

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

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

Global Wealth Management Investment Advisory's OBDC Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Blue Owl Capital (OBDC) stake by 15% in Q2 2026, buying an estimated $169K and bringing the position to 116,637 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #93.

Global Wealth Management Investment Advisory first reported a position in OBDC in Q3 2021 and has held it in 13 quarters since. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Global Wealth Management Investment Advisory held 116,637 shares of Blue Owl Capital worth $1.27M as of Q2 2026.
Global Wealth Management Investment Advisory bought 15,139 Blue Owl Capital shares in Q2 2026, an estimated $169K.
Blue Owl Capital made up 0.18% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #93 holding.
Global Wealth Management Investment Advisory first reported a position in Blue Owl Capital in Q3 2021 and has held it in 13 quarters since.
426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.