Savvy Advisors Inc’s Blue Owl Capital OBDC Stock Holding History

Savvy Advisors Inc’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
2025 Q4	–	Sell	-12,670	Closed	-$162K	–	1063
2025 Q3	$162K	Buy	12,670 +517	+4%	+$7.36K	0.01%	794
2025 Q2	$174K	Sell	12,153 -2,878	-19%	-$40.9K	0.01%	623
2025 Q1	$220K	Buy	+15,031	New	+$226K	0.02%	471

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Savvy Advisors Inc's OBDC Position: Q4 2025 in Review

Savvy Advisors Inc sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 12,670 shares — an estimated $162K sold.

Savvy Advisors Inc first reported a position in OBDC in Q1 2025 and held it in 3 quarters. The position peaked at $220K in Q1 2025. 470 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

Savvy Advisors Inc reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Savvy Advisors Inc sold 12,670 Blue Owl Capital shares in Q4 2025, an estimated $162K.
Savvy Advisors Inc first reported a position in Blue Owl Capital in Q1 2025 and held it in 3 quarters.
Savvy Advisors Inc's Blue Owl Capital position peaked at $220K in Q1 2025.
470 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.