Northwestern Mutual Wealth Management
OBDC icon

Northwestern Mutual Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Northwestern Mutual 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 		$190K Sell
17,470
-2,155
-11% -$24.1K ﹤0.01% 2024
2026
Q1 		$217K Sell
19,625
-9,994
-34% -$117K ﹤0.01% 1876
2025
Q4 		$368K Buy
29,619
+23,619
+394% +$300K ﹤0.01% 1647
2025
Q3 		$76.6K Buy
6,000
+4,727
+371% +$67.3K ﹤0.01% 2161
2025
Q2 		$18.3K Buy
1,273
+273
+27% +$3.88K ﹤0.01% 2600
2025
Q1 		$14.7K Sell
1,000
-3,372
-77% -$50.6K ﹤0.01% 2615
2024
Q4 		$66.1K Buy
4,372
+2,121
+94% +$32K ﹤0.01% 2074
2024
Q3 		$32.8K Sell
2,251
-24
-1% -$360 ﹤0.01% 2301
2024
Q2 		$34.9K Sell
2,275
-338
-13% -$5.4K ﹤0.01% 2215
2024
Q1 		$40.2K Sell
2,613
-431
-14% -$6.48K ﹤0.01% 2168
2023
Q4 		$44.9K Buy
3,044
+2,044
+204% +$29K ﹤0.01% 2093
2023
Q3 		$13.8K Sell
1,000
-229
-19% -$3.16K ﹤0.01% 2439
2023
Q2 		$16.5K Buy
+1,229
New +$16.1K ﹤0.01% 2391
2023
Q1 		– Sell
-8,364
Closed -$96.6K – 3519
2022
Q4 		$96.6K Buy
+8,364
New +$100K ﹤0.01% 1670
2022
Q3 		– Sell
-917
Closed -$11K – 3305
2022
Q2 		$11K Buy
+917
New +$12.6K ﹤0.01% 2486
2021
Q3 		– Sell
-16,293
Closed -$233K – 3150
2021
Q2 		$233K Buy
+16,293
New +$234K ﹤0.01% 1263

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 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
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

Northwestern Mutual Wealth Management's OBDC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Blue Owl Capital (OBDC) stake by 11% in Q2 2026, selling an estimated $24.1K and leaving 17,470 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Northwestern Mutual Wealth Management first reported a position in OBDC in Q2 2021 and has held it in 16 quarters since. The position peaked at $368K in Q4 2025. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Northwestern Mutual Wealth Management held 17,470 shares of Blue Owl Capital worth $190K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 2,155 Blue Owl Capital shares in Q2 2026, an estimated $24.1K.
  • Blue Owl Capital made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2024 holding.
  • Northwestern Mutual Wealth Management first reported a position in Blue Owl Capital in Q2 2021 and has held it in 16 quarters since.
  • Northwestern Mutual Wealth Management's Blue Owl Capital position peaked at $368K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.