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IPG Investment Advisors’s Blue Owl Capital OBDC Stock Holding History

IPG Investment 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 		$225K Hold
20,155
– – 0.03% 230
2026
Q1 		$230K Hold
20,155
– – 0.04% 207
2025
Q4 		$258K Hold
20,155
– – 0.05% 188
2025
Q3 		$265K Hold
20,155
– – 0.05% 178
2025
Q2 		$296K Sell
20,155
-6,770
-25% -$96.2K 0.06% 140
2025
Q1 		$405K Sell
26,925
-1,891
-7% -$28.4K 0.09% 113
2024
Q4 		$446K Hold
28,816
– – 0.1% 106
2024
Q3 		$431K Sell
28,816
-1,627
-5% -$24.4K 0.09% 108
2024
Q2 		$479K Sell
30,443
-5,416
-15% -$86.6K 0.1% 94
2024
Q1 		$565K Sell
35,859
-2,878
-7% -$43.3K 0.12% 91
2023
Q4 		$585K Sell
38,737
-6,662
-15% -$94.7K 0.12% 105
2023
Q3 		$644K Sell
45,399
-5,474
-11% -$75.6K 0.14% 95
2023
Q2 		$700K Sell
50,873
-80
-0.2% -$1.05K 0.15% 89
2023
Q1 		$659K Sell
50,953
-3,542
-6% -$45.6K 0.15% 81
2022
Q4 		$629K Buy
54,495
+1,082
+2% +$13K 0.18% 65
2022
Q3 		$569K Sell
53,413
-2,957
-5% -$37.6K 0.16% 68
2022
Q2 		$713K Buy
56,370
+2,390
+4% +$32.7K 0.18% 66
2022
Q1 		$815K Sell
53,980
-175
-0.3% -$2.56K 0.16% 73
2021
Q4 		$784K Buy
54,155
+2,685
+5% +$38.4K 0.14% 84
2021
Q3 		$727K Sell
51,470
-5,681
-10% -$82.3K 0.23% 56
2021
Q2 		$816K Sell
57,151
-63,866
-53% -$918K 0.24% 62
2021
Q1 		$1.67M Sell
121,017
-14,219
-11% -$194K 0.33% 52
2020
Q4 		$1.71M Buy
135,236
+39,177
+41% +$497K 0.4% 44
2020
Q3 		$1.16M Buy
96,059
+8,889
+10% +$109K 0.33% 50
2020
Q2 		$1.07M Buy
87,170
+43,563
+100% +$538K 0.36% 45
2020
Q1 		$503K Buy
+43,607
New +$638K 0.21% 70
2019
Q4 		– Sell
-49,570
Closed -$782K – 140
2019
Q3 		$782K Buy
+49,570
New +$794K 0.27% 53

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

IPG Investment Advisors's OBDC Position: Q2 2026 in Review

IPG Investment Advisors held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 20,155 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #230.

IPG Investment Advisors first reported a position in OBDC in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.71M in Q4 2020. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • IPG Investment Advisors held 20,155 shares of Blue Owl Capital worth $225K as of Q2 2026.
  • IPG Investment Advisors left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up 0.03% of IPG Investment Advisors's portfolio in Q2 2026, its #230 holding.
  • IPG Investment Advisors first reported a position in Blue Owl Capital in Q3 2019 and has held it in 27 quarters since.
  • IPG Investment Advisors's Blue Owl Capital position peaked at $1.71M in Q4 2020.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.