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Spectrum Wealth Counsel’s Blue Owl Capital OBDC Stock Holding History

Spectrum Wealth 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
2025
Q1 		$5.6K Buy
382
+42
+12% +$631 ﹤0.01% 247
2024
Q4 		$5.14K Hold
340
– – ﹤0.01% 256
2024
Q3 		$4.95K Hold
340
– – ﹤0.01% 270
2024
Q2 		$5.22K Hold
340
– – ﹤0.01% 316
2024
Q1 		$5.23K Hold
340
– – ﹤0.01% 321
2023
Q4 		$5.02K Buy
+340
New +$4.83K ﹤0.01% 291

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spectrum Wealth Counsel's OBDC Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Blue Owl Capital (OBDC) stake by 12% in Q1 2025, buying an estimated $631 and bringing the position to 382 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Spectrum Wealth Counsel first reported a position in OBDC in Q4 2023 and has held it in 6 quarters since. 438 funds tracked by Wall St. Rank hold OBDC as of Q1 2025.

  • Spectrum Wealth Counsel held 382 shares of Blue Owl Capital worth $5.6K as of Q1 2025.
  • Spectrum Wealth Counsel bought 42 Blue Owl Capital shares in Q1 2025, an estimated $631.
  • Blue Owl Capital made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #247 holding.
  • Spectrum Wealth Counsel first reported a position in Blue Owl Capital in Q4 2023 and has held it in 6 quarters since.
  • 438 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.