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 Q2	$110K	Buy	+10,162	New	+$114K	﹤0.01%	840
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) 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

Sagespring Wealth Partners's OBDC Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 10,162 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in OBDC as recently as Q4 2025.

Sagespring Wealth Partners first reported a position in OBDC in Q4 2024 and has held it in 5 quarters since. The position peaked at $170K in Q4 2024. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Sagespring Wealth Partners held 10,162 shares of Blue Owl Capital worth $110K as of Q2 2026.
Blue Owl Capital was a new Sagespring Wealth Partners position in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #840 holding.
Sagespring Wealth Partners first reported a position in Blue Owl Capital in Q4 2024 and has held it in 5 quarters since.
Sagespring Wealth Partners's Blue Owl Capital position peaked at $170K in Q4 2024.
429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.