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OBDC icon

Sweeney & Michel’s Blue Owl Capital OBDC Stock Holding History

Sweeney & Michel’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 		$349K Sell
30,000
-3,130
-9% -$35K 0.09% 117
2026
Q1 		$362K Buy
+33,130
New +$389K 0.11% 108

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

Sweeney & Michel's OBDC Position: Q2 2026 in Review

Sweeney & Michel reduced its Blue Owl Capital (OBDC) stake by 9.4% in Q2 2026, selling an estimated $35K and leaving 30,000 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #117.

Sweeney & Michel first reported a position in OBDC in Q1 2026 and has held it in 2 quarters since. The position peaked at $362K in Q1 2026. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Sweeney & Michel held 30,000 shares of Blue Owl Capital worth $349K as of Q2 2026.
  • Sweeney & Michel sold 3,130 Blue Owl Capital shares in Q2 2026, an estimated $35K.
  • Blue Owl Capital made up 0.09% of Sweeney & Michel's portfolio in Q2 2026, its #117 holding.
  • Sweeney & Michel first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
  • Sweeney & Michel's Blue Owl Capital position peaked at $362K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.