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LVW Advisors’s Blue Owl Capital OBDC Stock Holding History

LVW 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 		$179K Hold
16,447
– – 0.02% 457
2026
Q1 		$182K Hold
16,447
– – 0.02% 425
2025
Q4 		$204K Buy
+16,447
New +$209K 0.02% 330

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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

LVW Advisors's OBDC Position: Q2 2026 in Review

LVW Advisors held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 16,447 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #457.

LVW Advisors first reported a position in OBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $204K in Q4 2025. 159 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • LVW Advisors held 16,447 shares of Blue Owl Capital worth $179K as of Q2 2026.
  • LVW Advisors left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #457 holding.
  • LVW Advisors first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • LVW Advisors's Blue Owl Capital position peaked at $204K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.