MW
OBDC icon

Maia Wealth’s Blue Owl Capital OBDC Stock Holding History

Maia Wealth’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
-30,874
Closed -$341K – 372
2026
Q1 		$341K Hold
30,874
– – 0.06% 275
2025
Q4 		$366K Buy
+30,874
New +$393K 0.06% 255

Other funds holding OBDC

SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 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
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Maia Wealth's OBDC Position: Q2 2026 in Review

Maia Wealth sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 30,874 shares — an estimated $341K sold.

Maia Wealth first reported a position in OBDC in Q4 2025 and held it in 2 quarters. The position peaked at $366K in Q4 2025. 130 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Maia Wealth reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Maia Wealth sold 30,874 Blue Owl Capital shares in Q2 2026, an estimated $341K.
  • Maia Wealth first reported a position in Blue Owl Capital in Q4 2025 and held it in 2 quarters.
  • Maia Wealth's Blue Owl Capital position peaked at $366K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.