Physician Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

Physician Wealth Advisors’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	$2.82K	Hold	259	–	–	﹤0.01%	1359
2026 Q1	$2.87K	Hold	259	–	–	﹤0.01%	1195
2025 Q4	$3.23K	Hold	259	–	–	﹤0.01%	1105
2025 Q3	$3.31K	Sell	259 -100	-28%	-$1.42K	﹤0.01%	1042
2025 Q2	$5.15K	Hold	359	–	–	﹤0.01%	789
2025 Q1	$5.27K	Hold	359	–	–	﹤0.01%	725
2024 Q4	$5.43K	Buy	+359	New	+$5.41K	﹤0.01%	722

Other funds holding OBDC

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Physician Wealth Advisors's OBDC Position: Q2 2026 in Review

Physician Wealth Advisors held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 259 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Physician Wealth Advisors first reported a position in OBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.43K in Q4 2024. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Physician Wealth Advisors held 259 shares of Blue Owl Capital worth $2.82K as of Q2 2026.
Physician Wealth Advisors left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1359 holding.
Physician Wealth Advisors first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Blue Owl Capital position peaked at $5.43K in Q4 2024.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.