Sage Investment Counsel’s Blue Owl Capital OBDC Stock Holding History

Sage Investment Counsel’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	$140K	Hold	12,855	–	–	0.14%	119
2026 Q1	$142K	Buy	12,855 +1,000	+8%	+$11.7K	0.16%	116
2025 Q4	$147K	Sell	11,855 -4,500	-28%	-$57.2K	0.16%	110
2025 Q3	$209K	Buy	16,355 +3,000	+22%	+$42.7K	0.23%	106
2025 Q2	$192K	Buy	13,355 +1,044	+8%	+$14.8K	0.22%	108
2025 Q1	$180K	Buy	12,311 +38	+0.3%	+$571	0.23%	103
2024 Q4	$186K	Buy	+12,273	New	+$185K	0.24%	106

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

Sage Investment Counsel's OBDC Position: Q2 2026 in Review

Sage Investment Counsel held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 12,855 shares worth $140K. The position accounts for 0.14% of the portfolio, ranked #119.

Sage Investment Counsel first reported a position in OBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $209K in Q3 2025. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Sage Investment Counsel held 12,855 shares of Blue Owl Capital worth $140K as of Q2 2026.
Sage Investment Counsel left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up 0.14% of Sage Investment Counsel's portfolio in Q2 2026, its #119 holding.
Sage Investment Counsel first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Blue Owl Capital position peaked at $209K in Q3 2025.
429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.