NW
OBDC icon

NewEdge Wealth’s Blue Owl Capital OBDC Stock Holding History

NewEdge 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
Q1 		$8.39M Buy
758,426
+340,861
+82% +$4M 0.1% 146
2025
Q4 		$5.19M Buy
417,565
+37,957
+10% +$483K 0.06% 225
2025
Q3 		$4.85M Buy
379,608
+92,097
+32% +$1.31M 0.07% 213
2025
Q2 		$4.05M Buy
287,511
+37,303
+15% +$530K 0.06% 243
2025
Q1 		$3.67M Buy
250,208
+142,902
+133% +$2.15M 0.07% 237
2024
Q4 		$1.62M Buy
107,306
+20,612
+24% +$311K 0.03% 396
2024
Q3 		$1.26M Buy
86,694
+18,000
+26% +$270K 0.02% 429
2024
Q2 		$1.06M Buy
68,694
+10,100
+17% +$161K 0.02% 411
2024
Q1 		$940K Buy
58,594
+26,200
+81% +$394K 0.02% 438
2023
Q4 		$478K Buy
+32,394
New +$460K 0.01% 519

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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 $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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

NewEdge Wealth's OBDC Position: Q1 2026 in Review

NewEdge Wealth increased its Blue Owl Capital (OBDC) stake by 82% in Q1 2026, buying an estimated $4M and bringing the position to 758,426 shares worth $8.39M. The position accounts for 0.1% of the portfolio, ranked #146.

NewEdge Wealth first reported a position in OBDC in Q4 2023 and has held it in 10 quarters since. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • NewEdge Wealth held 758,426 shares of Blue Owl Capital worth $8.39M as of Q1 2026.
  • NewEdge Wealth bought 340,861 Blue Owl Capital shares in Q1 2026, an estimated $4M.
  • Blue Owl Capital made up 0.1% of NewEdge Wealth's portfolio in Q1 2026, its #146 holding.
  • NewEdge Wealth first reported a position in Blue Owl Capital in Q4 2023 and has held it in 10 quarters since.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.