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Legacy Capital Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

Legacy Capital Wealth Partners’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 		$1.72M Buy
158,296
+44,962
+40% +$503K 0.33% 62
2026
Q1 		$1.25M Buy
113,334
+11,599
+11% +$136K 0.26% 83
2025
Q4 		$1.26M Buy
101,735
+11,347
+13% +$144K 0.27% 77
2025
Q3 		$1.15M Sell
90,388
-748
-0.8% -$10.6K 0.25% 77
2025
Q2 		$1.31M Sell
91,136
-2,372
-3% -$33.7K 0.3% 67
2025
Q1 		$1.37M Sell
93,508
-3,887
-4% -$58.4K 0.34% 56
2024
Q4 		$1.47M Sell
97,395
-112,222
-54% -$1.69M 0.36% 53
2024
Q3 		$3.05M Buy
209,617
+103,123
+97% +$1.55M 0.61% 31
2024
Q2 		$1.64M Buy
+106,494
New +$1.7M 0.42% 44
2024
Q1 		– Sell
-107,657
Closed -$1.59M – 267
2023
Q4 		$1.59M Buy
107,657
+2,532
+2% +$36K 0.45% 47
2023
Q3 		$1.46M Buy
+105,125
New +$1.45M 0.4% 47
2023
Q2 		– Sell
-98,673
Closed -$1.24M – 170
2023
Q1 		$1.24M Buy
98,673
+5,482
+6% +$70.6K 0.34% 58
2022
Q4 		$1.08M Buy
93,191
+12,173
+15% +$146K 0.51% 37
2022
Q3 		$840K Buy
81,018
+1,971
+2% +$25.1K 0.45% 41
2022
Q2 		$975K Buy
79,047
+522
+0.7% +$7.15K 0.49% 37
2022
Q1 		$1.16M Sell
78,525
-4,303
-5% -$63.1K 0.5% 37
2021
Q4 		$1.2M Buy
82,828
+3,131
+4% +$44.8K 0.49% 34
2021
Q3 		$2.3M Buy
+79,697
New +$1.15M 0.9% 35
2021
Q2 		– Sell
-84,603
Closed -$1.19M – 61
2021
Q1 		$1.19M Sell
84,603
-128
-0.2% -$1.74K 0.49% 32
2020
Q4 		$1.1M Buy
+84,731
New +$1.07M 0.47% 31

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

Legacy Capital Wealth Partners's OBDC Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Blue Owl Capital (OBDC) stake by 40% in Q2 2026, buying an estimated $503K and bringing the position to 158,296 shares worth $1.72M. The position accounts for 0.33% of the portfolio, ranked #62.

Legacy Capital Wealth Partners first reported a position in OBDC in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.05M in Q3 2024. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Legacy Capital Wealth Partners held 158,296 shares of Blue Owl Capital worth $1.72M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 44,962 Blue Owl Capital shares in Q2 2026, an estimated $503K.
  • Blue Owl Capital made up 0.33% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Legacy Capital Wealth Partners first reported a position in Blue Owl Capital in Q4 2020 and has held it in 20 quarters since.
  • Legacy Capital Wealth Partners's Blue Owl Capital position peaked at $3.05M in Q3 2024.
  • 430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.