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IHT Wealth Management’s Blue Owl Capital OBDC Stock Holding History

IHT Wealth Management’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 		$781K Buy
70,653
+10,770
+18% +$126K 0.02% 655
2025
Q4 		$744K Sell
59,883
-6,539
-10% -$83.1K 0.02% 627
2025
Q3 		$848K Buy
66,422
+888
+1% +$12.6K 0.02% 582
2025
Q2 		$940K Buy
65,534
+4,633
+8% +$65.8K 0.03% 517
2025
Q1 		$893K Buy
60,901
+5,328
+10% +$80K 0.03% 501
2024
Q4 		$840K Buy
55,573
+44,147
+386% +$665K 0.03% 511
2024
Q3 		$166K Buy
11,426
+345
+3% +$5.18K ﹤0.01% 1102
2024
Q2 		$170K Buy
11,081
+177
+2% +$2.83K 0.01% 974
2024
Q1 		$168K Buy
10,904
+183
+2% +$2.75K 0.01% 958
2023
Q4 		$158K Sell
10,721
-2,617
-20% -$37.2K 0.01% 925
2023
Q3 		$185K Sell
13,338
-614
-4% -$8.48K 0.01% 886
2023
Q2 		$187K Buy
13,952
+874
+7% +$11.4K 0.01% 896
2023
Q1 		$165K Buy
13,078
+908
+7% +$11.7K 0.01% 874
2022
Q4 		$141K Buy
12,170
+7
+0.1% +$84 0.01% 848
2022
Q3 		$126K Buy
12,163
+277
+2% +$3.52K 0.01% 810
2022
Q2 		$147K Buy
11,886
+278
+2% +$3.81K 0.01% 684
2022
Q1 		$172K Buy
11,608
+628
+6% +$9.2K 0.01% 721
2021
Q4 		$155K Buy
+10,980
New +$157K 0.01% 769

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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

IHT Wealth Management's OBDC Position: Q1 2026 in Review

IHT Wealth Management increased its Blue Owl Capital (OBDC) stake by 18% in Q1 2026, buying an estimated $126K and bringing the position to 70,653 shares worth $781K. The position accounts for 0.02% of the portfolio, ranked #655.

IHT Wealth Management first reported a position in OBDC in Q4 2021 and has held it in 18 quarters since. The position peaked at $940K in Q2 2025. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • IHT Wealth Management held 70,653 shares of Blue Owl Capital worth $781K as of Q1 2026.
  • IHT Wealth Management bought 10,770 Blue Owl Capital shares in Q1 2026, an estimated $126K.
  • Blue Owl Capital made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #655 holding.
  • IHT Wealth Management first reported a position in Blue Owl Capital in Q4 2021 and has held it in 18 quarters since.
  • IHT Wealth Management's Blue Owl Capital position peaked at $940K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.