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Sagespring Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

Sagespring 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 		– Sell
-10,072
Closed -$125K – 834
2025
Q4 		$125K Sell
10,072
-1,078
-10% -$13.7K ﹤0.01% 777
2025
Q3 		$142K Sell
11,150
-229
-2% -$3.26K ﹤0.01% 730
2025
Q2 		$163K Buy
+11,379
New +$162K ﹤0.01% 701
2025
Q1 		– Sell
-11,276
Closed -$170K – 685
2024
Q4 		$170K Buy
+11,276
New +$170K ﹤0.01% 593

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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

Sagespring Wealth Partners's OBDC Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Blue Owl Capital (OBDC) in Q1 2026, closing a stake of 10,072 shares — an estimated $125K sold.

Sagespring Wealth Partners first reported a position in OBDC in Q4 2024 and held it in 4 quarters. The position peaked at $170K in Q4 2024. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 10,072 Blue Owl Capital shares in Q1 2026, an estimated $125K.
  • Sagespring Wealth Partners first reported a position in Blue Owl Capital in Q4 2024 and held it in 4 quarters.
  • Sagespring Wealth Partners's Blue Owl Capital position peaked at $170K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.