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Horizon Investments’s Blue Owl Capital OBDC Stock Holding History

Horizon Investments’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
-22
Closed -$243 – 1467
2026
Q1 		$243 Buy
+22
New +$258 ﹤0.01% 1400
2025
Q4 		– Sell
-16
Closed -$204 – 1363
2025
Q3 		$204 Hold
16
– – ﹤0.01% 1175
2025
Q2 		$229 Hold
16
– – ﹤0.01% 1108
2025
Q1 		$235 Hold
16
– – ﹤0.01% 855
2024
Q4 		$242 Hold
16
– – ﹤0.01% 861
2024
Q3 		$233 Buy
+16
New +$240 ﹤0.01% 836

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

Horizon Investments's OBDC Position: Q2 2026 in Review

Horizon Investments sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 22 shares — an estimated $243 sold.

Horizon Investments first reported a position in OBDC in Q3 2024 and held it in 6 quarters. The position peaked at $243 in Q1 2026. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Horizon Investments reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 22 Blue Owl Capital shares in Q2 2026, an estimated $243.
  • Horizon Investments first reported a position in Blue Owl Capital in Q3 2024 and held it in 6 quarters.
  • Horizon Investments's Blue Owl Capital position peaked at $243 in Q1 2026.
  • 430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.