LVW Advisors
OBDC icon

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
Q3 		– Sell
-16,447
Closed -$179K – 497
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

State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Robert Wood Johnson Foundation
Robert Wood Johnson Foundation Princeton, New Jersey $47.4M AUM 19.88% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

LVW Advisors's OBDC Position: Q3 2026 in Review

LVW Advisors sold out of Blue Owl Capital (OBDC) in Q3 2026, closing a stake of 16,447 shares — an estimated $179K sold.

LVW Advisors first reported a position in OBDC in Q4 2025 and held it in 3 quarters. The position peaked at $204K in Q4 2025. 139 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • LVW Advisors reported no remaining Blue Owl Capital position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 16,447 Blue Owl Capital shares in Q3 2026, an estimated $179K.
  • LVW Advisors first reported a position in Blue Owl Capital in Q4 2025 and held it in 3 quarters.
  • LVW Advisors's Blue Owl Capital position peaked at $204K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.