Obermeyer Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

Obermeyer Wealth Partners’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	–	Sell	-196,263	Closed	-$2.44M	–	308
2025 Q4	$2.44M	Buy	196,263 +21,788	+12%	+$277K	0.11%	70
2025 Q3	$2.23M	Buy	174,475 +10,205	+6%	+$145K	0.1%	71
2025 Q2	$2.36M	Buy	164,270 +19,860	+14%	+$282K	0.12%	68
2025 Q1	$2.12M	Sell	144,410 -1,274	-0.9%	-$19.1K	0.11%	69
2024 Q4	$2.2M	Buy	145,684 +1,661	+1%	+$25K	0.11%	65
2024 Q3	$2.1M	Buy	144,023 +20,865	+17%	+$313K	0.11%	72
2024 Q2	$1.89M	Buy	123,158 +2,731	+2%	+$43.7K	0.11%	74
2024 Q1	$1.85M	Buy	+120,427	New	+$1.81M	0.11%	74

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 $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 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 $25.2B AUM 30.31% 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

Obermeyer Wealth Partners's OBDC Position: Q1 2026 in Review

Obermeyer Wealth Partners sold out of Blue Owl Capital (OBDC) in Q1 2026, closing a stake of 196,263 shares — an estimated $2.44M sold.

Obermeyer Wealth Partners first reported a position in OBDC in Q1 2024 and held it in 8 quarters. The position peaked at $2.44M in Q4 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Obermeyer Wealth Partners reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
Obermeyer Wealth Partners sold 196,263 Blue Owl Capital shares in Q1 2026, an estimated $2.44M.
Obermeyer Wealth Partners first reported a position in Blue Owl Capital in Q1 2024 and held it in 8 quarters.
Obermeyer Wealth Partners's Blue Owl Capital position peaked at $2.44M in Q4 2025.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.