Left Brain Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Left Brain 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	–	Sell	-10,000	Closed	-$111K	–	109
2026 Q1	$111K	Sell	10,000 -7,400	-43%	-$86.9K	0.04%	79
2025 Q4	$216K	Buy	+17,400	New	+$221K	0.07%	79

Other funds holding OBDC

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Left Brain Wealth Management's OBDC Position: Q2 2026 in Review

Left Brain Wealth Management sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 10,000 shares — an estimated $111K sold.

Left Brain Wealth Management first reported a position in OBDC in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Left Brain Wealth Management reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
Left Brain Wealth Management sold 10,000 Blue Owl Capital shares in Q2 2026, an estimated $111K.
Left Brain Wealth Management first reported a position in Blue Owl Capital in Q4 2025 and held it in 2 quarters.
Left Brain Wealth Management's Blue Owl Capital position peaked at $216K in Q4 2025.
430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.