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MPWM Advisory Solutions’s Blue Owl Capital OBDC Stock Holding History

MPWM Advisory Solutions’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
-10,000
Closed -$111K – 592
2026
Q1 		$111K Buy
10,000
+3,400
+52% +$39.9K 0.06% 134
2025
Q4 		$82K Hold
6,600
– – 0.05% 140
2025
Q3 		$84.3K Buy
+6,600
New +$94K 0.05% 128

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MPWM Advisory Solutions's OBDC Position: Q2 2026 in Review

MPWM Advisory Solutions sold out of Blue Owl Capital (OBDC) in Q2 2026, closing a stake of 10,000 shares — an estimated $111K sold.

MPWM Advisory Solutions first reported a position in OBDC in Q3 2025 and held it in 3 quarters. The position peaked at $111K in Q1 2026. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • MPWM Advisory Solutions reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • MPWM Advisory Solutions sold 10,000 Blue Owl Capital shares in Q2 2026, an estimated $111K.
  • MPWM Advisory Solutions first reported a position in Blue Owl Capital in Q3 2025 and held it in 3 quarters.
  • MPWM Advisory Solutions's Blue Owl Capital position peaked at $111K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.