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 Q2	$152K	Hold	14,000	–	–	0.02%	398
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 $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

Premier Path Wealth Partners's OBDC Position: Q2 2026 in Review

Premier Path Wealth Partners held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 14,000 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #398.

Premier Path Wealth Partners first reported a position in OBDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $297K in Q3 2025. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Premier Path Wealth Partners held 14,000 shares of Blue Owl Capital worth $152K as of Q2 2026.
Premier Path Wealth Partners left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up 0.02% of Premier Path Wealth Partners's portfolio in Q2 2026, its #398 holding.
Premier Path Wealth Partners first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Blue Owl Capital position peaked at $297K in Q3 2025.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.