Salem Investment Counselors’s Blue Owl Capital OBDC Stock Holding History

Salem Investment Counselors’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	$221K	Sell	20,015 -7,450	-27%	-$83.3K	0.01%	394
2026 Q1	$310K	Sell	27,465 -314,665	-92%	-$3.69M	0.01%	333
2025 Q4	$4.26M	Sell	342,130 -40,395	-11%	-$514K	0.12%	101
2025 Q3	$4.89M	Buy	382,525 +9,610	+3%	+$137K	0.14%	92
2025 Q2	$5.35M	Sell	372,915 -405	-0.1%	-$5.75K	0.17%	84
2025 Q1	$5.48M	Buy	373,320 +43,345	+13%	+$651K	0.19%	78
2024 Q4	$4.99M	Sell	329,975 -43,270	-12%	-$652K	0.16%	84
2024 Q3	$5.44M	Buy	373,245 +13,655	+4%	+$205K	0.16%	85
2024 Q2	$5.53M	Buy	359,590 +27,050	+8%	+$433K	0.18%	83
2024 Q1	$5.27M	Buy	332,540 +21,165	+7%	+$318K	0.17%	87
2023 Q4	$4.7M	Buy	311,375 +174,020	+127%	+$2.47M	0.16%	87
2023 Q3	$1.95M	Buy	+137,355	New	+$1.9M	0.07%	129

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

Salem Investment Counselors's OBDC Position: Q2 2026 in Review

Salem Investment Counselors reduced its Blue Owl Capital (OBDC) stake by 27% in Q2 2026, selling an estimated $83.3K and leaving 20,015 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #394.

Salem Investment Counselors first reported a position in OBDC in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.53M in Q2 2024. 430 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

Salem Investment Counselors held 20,015 shares of Blue Owl Capital worth $221K as of Q2 2026.
Salem Investment Counselors sold 7,450 Blue Owl Capital shares in Q2 2026, an estimated $83.3K.
Blue Owl Capital made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #394 holding.
Salem Investment Counselors first reported a position in Blue Owl Capital in Q3 2023 and has held it in 12 quarters since.
Salem Investment Counselors's Blue Owl Capital position peaked at $5.53M in Q2 2024.
430 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.