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Spire Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Spire Wealth Management’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 		$544 Buy
+50
New +$559 ﹤0.01% 2213
2026
Q1 		– Sell
-3,680
Closed -$45.7K – 2360
2025
Q4 		$45.7K Buy
3,680
+830
+29% +$10.6K ﹤0.01% 1211
2025
Q3 		$36.4K Sell
2,850
-546
-16% -$7.77K ﹤0.01% 1333
2025
Q2 		$48.7K Buy
3,396
+596
+21% +$8.47K ﹤0.01% 1204
2025
Q1 		$41K Hold
2,800
– – ﹤0.01% 1350
2024
Q4 		$42.3K Sell
2,800
-502
-15% -$7.57K ﹤0.01% 1343
2024
Q3 		$48.1K Buy
3,302
+2
+0.1% +$30 ﹤0.01% 1149
2024
Q2 		$50.7K Hold
3,300
– – ﹤0.01% 1115
2024
Q1 		$50.8K Buy
3,300
+300
+10% +$4.51K ﹤0.01% 1210
2023
Q4 		$45.2K Buy
3,000
+100
+3% +$1.42K ﹤0.01% 1235
2023
Q3 		$40.2K Hold
2,900
– – ﹤0.01% 1244
2023
Q2 		$38.9K Buy
2,900
+900
+45% +$11.8K ﹤0.01% 1305
2023
Q1 		$25.2K Hold
2,000
– – ﹤0.01% 1525
2022
Q4 		$23K Buy
+2,000
New +$24K ﹤0.01% 1318

Other funds holding OBDC

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spire Wealth Management's OBDC Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Blue Owl Capital (OBDC) in Q2 2026: 50 shares worth $544. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in OBDC as recently as Q4 2025.

Spire Wealth Management first reported a position in OBDC in Q4 2022 and has held it in 14 quarters since. The position peaked at $50.8K in Q1 2024. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Spire Wealth Management held 50 shares of Blue Owl Capital worth $544 as of Q2 2026.
  • Blue Owl Capital was a new Spire Wealth Management position in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2213 holding.
  • Spire Wealth Management first reported a position in Blue Owl Capital in Q4 2022 and has held it in 14 quarters since.
  • Spire Wealth Management's Blue Owl Capital position peaked at $50.8K in Q1 2024.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.