IWM
OBDC icon

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
Q2 		$777K Buy
71,462
+809
+1% +$9.05K 0.02% 678
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 $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

IHT Wealth Management's OBDC Position: Q2 2026 in Review

IHT Wealth Management increased its Blue Owl Capital (OBDC) stake by 1.1% in Q2 2026, buying an estimated $9.05K and bringing the position to 71,462 shares worth $777K. The position accounts for 0.02% of the portfolio, ranked #678.

IHT Wealth Management first reported a position in OBDC in Q4 2021 and has held it in 19 quarters since. The position peaked at $940K in Q2 2025. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • IHT Wealth Management held 71,462 shares of Blue Owl Capital worth $777K as of Q2 2026.
  • IHT Wealth Management bought 809 Blue Owl Capital shares in Q2 2026, an estimated $9.05K.
  • Blue Owl Capital made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #678 holding.
  • IHT Wealth Management first reported a position in Blue Owl Capital in Q4 2021 and has held it in 19 quarters since.
  • IHT Wealth Management's Blue Owl Capital position peaked at $940K in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.