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

SIS

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

HLA

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

GBI

GP Brinson Investments Chicago, Illinois $245M AUM 16.25% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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. 61 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.
61 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.