Premier Path Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

Premier Path 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	$155K	Sell	14,000 -9,242	-40%	-$108K	0.02%	396
2025 Q4	$289K	Hold	23,242	–	–	0.04%	332
2025 Q3	$297K	Buy	23,242 +9,242	+66%	+$132K	0.04%	334
2025 Q2	$201K	Hold	14,000	–	–	0.03%	379
2025 Q1	$205K	Hold	14,000	–	–	0.03%	363
2024 Q4	$212K	Hold	14,000	–	–	0.03%	357
2024 Q3	$204K	Hold	14,000	–	–	0.03%	349
2024 Q2	$215K	Hold	14,000	–	–	0.04%	348
2024 Q1	$215K	Hold	14,000	–	–	0.04%	322
2023 Q4	$207K	Buy	+14,000	New	+$199K	0.05%	324

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

Premier Path Wealth Partners's OBDC Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Blue Owl Capital (OBDC) stake by 40% in Q1 2026, selling an estimated $108K and leaving 14,000 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #396.

Premier Path Wealth Partners first reported a position in OBDC in Q4 2023 and has held it in 10 quarters since. The position peaked at $297K in Q3 2025. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

Premier Path Wealth Partners held 14,000 shares of Blue Owl Capital worth $155K as of Q1 2026.
Premier Path Wealth Partners sold 9,242 Blue Owl Capital shares in Q1 2026, an estimated $108K.
Blue Owl Capital made up 0.02% of Premier Path Wealth Partners's portfolio in Q1 2026, its #396 holding.
Premier Path Wealth Partners first reported a position in Blue Owl Capital in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Blue Owl Capital position peaked at $297K in Q3 2025.
457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.