Nicola Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Nicola Wealth Management’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	$7.77M	Buy	+715,000	New	+$8M	0.9%	49

Other funds holding OBDC

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

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

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Nicola Wealth Management's OBDC Position: Q2 2026 in Review

Nicola Wealth Management opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 715,000 shares worth $7.77M. The stake represents 0.9% of the portfolio and ranks #49 among its holdings.

204 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Nicola Wealth Management held 715,000 shares of Blue Owl Capital worth $7.77M as of Q2 2026.
Blue Owl Capital was a new Nicola Wealth Management position in Q2 2026.
Blue Owl Capital made up 0.9% of Nicola Wealth Management's portfolio in Q2 2026, its #49 holding.
204 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.