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Laurel Oak Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Laurel Oak 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 		$499K Sell
45,893
-12,380
-21% -$138K 0.07% 206
2026
Q1 		$644K Sell
58,273
-9,279
-14% -$109K 0.11% 154
2025
Q4 		$840K Buy
+67,552
New +$859K 0.14% 128

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

Laurel Oak Wealth Management's OBDC Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Blue Owl Capital (OBDC) stake by 21% in Q2 2026, selling an estimated $138K and leaving 45,893 shares worth $499K. The position accounts for 0.07% of the portfolio, ranked #206.

Laurel Oak Wealth Management first reported a position in OBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $840K in Q4 2025. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Laurel Oak Wealth Management held 45,893 shares of Blue Owl Capital worth $499K as of Q2 2026.
  • Laurel Oak Wealth Management sold 12,380 Blue Owl Capital shares in Q2 2026, an estimated $138K.
  • Blue Owl Capital made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Laurel Oak Wealth Management first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Blue Owl Capital position peaked at $840K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.