Ritholtz Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Ritholtz Wealth Management’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
2025 Q4	–	Sell	-12,004	Closed	-$153K	–	1161
2025 Q3	$153K	Sell	12,004 -9,153	-43%	-$130K	﹤0.01%	1005
2025 Q2	$303K	Sell	21,157 -11,402	-35%	-$162K	0.01%	789
2025 Q1	$477K	Sell	32,559 -5,139	-14%	-$77.2K	0.01%	600
2024 Q4	$570K	Buy	37,698 +13,921	+59%	+$210K	0.02%	527
2024 Q3	$346K	Sell	23,777 -2,378	-9%	-$35.7K	0.01%	663
2024 Q2	$402K	Buy	+26,155	New	+$418K	0.01%	580

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ritholtz Wealth Management's OBDC Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 12,004 shares — an estimated $153K sold.

Ritholtz Wealth Management first reported a position in OBDC in Q2 2024 and held it in 6 quarters. The position peaked at $570K in Q4 2024. 471 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

Ritholtz Wealth Management reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 12,004 Blue Owl Capital shares in Q4 2025, an estimated $153K.
Ritholtz Wealth Management first reported a position in Blue Owl Capital in Q2 2024 and held it in 6 quarters.
Ritholtz Wealth Management's Blue Owl Capital position peaked at $570K in Q4 2024.
471 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.