Robertson Stephens Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Robertson Stephens 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
2026 Q2	$2.7M	Buy	241,451 +151	+0.1%	+$1.69K	0.07%	187
2026 Q1	$2.76M	Buy	241,300 +215,350	+830%	+$2.53M	0.08%	175
2025 Q4	$332K	Buy	25,950 +120	+0.5%	+$1.53K	0.01%	505
2025 Q3	$339K	Hold	25,830	–	–	0.01%	426
2025 Q2	$380K	Hold	25,830	–	–	0.01%	420
2025 Q1	$388K	Buy	+25,830	New	+$388K	0.01%	403

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

Robertson Stephens Wealth Management's OBDC Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Blue Owl Capital (OBDC) stake by 0.06% in Q2 2026, buying an estimated $1.69K and bringing the position to 241,451 shares worth $2.7M. The position accounts for 0.07% of the portfolio, ranked #187.

Robertson Stephens Wealth Management first reported a position in OBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76M in Q1 2026. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Robertson Stephens Wealth Management held 241,451 shares of Blue Owl Capital worth $2.7M as of Q2 2026.
Robertson Stephens Wealth Management bought 151 Blue Owl Capital shares in Q2 2026, an estimated $1.69K.
Blue Owl Capital made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #187 holding.
Robertson Stephens Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
Robertson Stephens Wealth Management's Blue Owl Capital position peaked at $2.76M in Q1 2026.
430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.