Mount Yale Investment Advisors’s Blue Owl Capital OBDC Stock Holding History

Mount Yale Investment 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 Q1	$3.36M	Sell	293,967 -158,745	-35%	-$1.86M	0.08%	258
2025 Q4	$5.79M	Sell	452,712 -159,639	-26%	-$2.03M	0.28%	77
2025 Q3	$8.05M	Buy	+612,351	New	+$8.72M	0.56%	37
2022 Q4	–	Sell	-20,205	Closed	-$210K	–	485
2022 Q3	$210K	Hold	20,205	–	–	0.03%	413
2022 Q2	$249K	Hold	20,205	–	–	0.03%	403
2022 Q1	$299K	Buy	+20,205	New	+$296K	0.03%	366

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

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

Mount Yale Investment Advisors's OBDC Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Blue Owl Capital (OBDC) stake by 35% in Q1 2026, selling an estimated $1.86M and leaving 293,967 shares worth $3.36M. The position accounts for 0.08% of the portfolio, ranked #258.

Mount Yale Investment Advisors first reported a position in OBDC in Q1 2022 and has held it in 6 quarters since. The position peaked at $8.05M in Q3 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Mount Yale Investment Advisors held 293,967 shares of Blue Owl Capital worth $3.36M as of Q1 2026.
Mount Yale Investment Advisors sold 158,745 Blue Owl Capital shares in Q1 2026, an estimated $1.86M.
Blue Owl Capital made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #258 holding.
Mount Yale Investment Advisors first reported a position in Blue Owl Capital in Q1 2022 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Blue Owl Capital position peaked at $8.05M in Q3 2025.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.