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Strategies Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

Strategies Wealth Advisors’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 		$240K Buy
22,082
+642
+3% +$7.18K 0.02% 182
2026
Q1 		$237K Buy
21,440
+559
+3% +$6.56K 0.02% 168
2025
Q4 		$260K Sell
20,881
-12,899
-38% -$164K 0.03% 161
2025
Q3 		$431K Buy
33,780
+334
+1% +$4.75K 0.04% 117
2025
Q2 		$480K Buy
33,446
+854
+3% +$12.1K 0.05% 107
2025
Q1 		$478K Buy
32,592
+107
+0.3% +$1.61K 0.06% 94
2024
Q4 		$490K Buy
32,485
+1,550
+5% +$23.4K 0.06% 82
2024
Q3 		$451K Buy
30,935
+2,670
+9% +$40.1K 0.06% 68
2024
Q2 		$434K Buy
28,265
+745
+3% +$11.9K 0.06% 64
2024
Q1 		$423K Buy
27,520
+762
+3% +$11.5K 0.07% 69
2023
Q4 		$395K Buy
26,758
+775
+3% +$11K 0.07% 69
2023
Q3 		$360K Buy
25,983
+731
+3% +$10.1K 0.07% 64
2023
Q2 		$339K Buy
25,252
+741
+3% +$9.69K 0.07% 67
2023
Q1 		$309K Buy
24,511
+701
+3% +$9.02K 0.07% 66
2022
Q4 		$275K Buy
+23,810
New +$285K 0.07% 63
2022
Q2 		$280K Buy
22,700
+516
+2% +$7.07K 0.08% 75
2022
Q1 		$328K Buy
22,184
+463
+2% +$6.79K 0.09% 70
2021
Q4 		$308K Buy
+21,721
New +$311K 0.09% 68

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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
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

Strategies Wealth Advisors's OBDC Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Blue Owl Capital (OBDC) stake by 3% in Q2 2026, buying an estimated $7.18K and bringing the position to 22,082 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #182.

Strategies Wealth Advisors first reported a position in OBDC in Q4 2021 and has held it in 18 quarters since. The position peaked at $490K in Q4 2024. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Strategies Wealth Advisors held 22,082 shares of Blue Owl Capital worth $240K as of Q2 2026.
  • Strategies Wealth Advisors bought 642 Blue Owl Capital shares in Q2 2026, an estimated $7.18K.
  • Blue Owl Capital made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Strategies Wealth Advisors first reported a position in Blue Owl Capital in Q4 2021 and has held it in 18 quarters since.
  • Strategies Wealth Advisors's Blue Owl Capital position peaked at $490K in Q4 2024.
  • 429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.