Millstone Evans Group’s Blue Owl Capital OBDC Stock Holding History

Millstone Evans Group’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
2025 Q4	–	Sell	-5,000	Closed	-$63.9K	–	869
2025 Q3	$63.9K	Hold	5,000	–	–	0.04%	276
2025 Q2	$71.7K	Hold	5,000	–	–	0.05%	250
2025 Q1	$73.3K	Hold	5,000	–	–	0.05%	239
2024 Q4	$75.6K	Buy	+5,000	New	+$75.3K	0.05%	226

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millstone Evans Group's OBDC Position: Q4 2025 in Review

Millstone Evans Group sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 5,000 shares — an estimated $63.9K sold.

Millstone Evans Group first reported a position in OBDC in Q4 2024 and held it in 4 quarters. The position peaked at $75.6K in Q4 2024. 470 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

Millstone Evans Group reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Millstone Evans Group sold 5,000 Blue Owl Capital shares in Q4 2025, an estimated $63.9K.
Millstone Evans Group first reported a position in Blue Owl Capital in Q4 2024 and held it in 4 quarters.
Millstone Evans Group's Blue Owl Capital position peaked at $75.6K in Q4 2024.
470 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Millstone Evans Group's 13F filing for Q4 2025, filed 2 Feb 2026.