Sweeney & Michel
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
Q3 		$324K Hold
30,000
– – 0.09% 118
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

State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Robert Wood Johnson Foundation
Robert Wood Johnson Foundation Princeton, New Jersey $47.4M AUM 19.88% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return

Sweeney & Michel's OBDC Position: Q3 2026 in Review

Sweeney & Michel held its Blue Owl Capital (OBDC) position steady in Q3 2026 at 30,000 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #118.

Sweeney & Michel first reported a position in OBDC in Q1 2026 and has held it in 3 quarters since. The position peaked at $362K in Q1 2026. 250 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • Sweeney & Michel held 30,000 shares of Blue Owl Capital worth $324K as of Q3 2026.
  • Sweeney & Michel left its Blue Owl Capital share count unchanged in Q3 2026.
  • Blue Owl Capital made up 0.09% of Sweeney & Michel's portfolio in Q3 2026, its #118 holding.
  • Sweeney & Michel first reported a position in Blue Owl Capital in Q1 2026 and has held it in 3 quarters since.
  • Sweeney & Michel's Blue Owl Capital position peaked at $362K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.