Total Clarity Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Total Clarity 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
2025 Q2	–	Sell	-17,887	Closed	-$270K	–	326
2025 Q1	$270K	Hold	17,887	–	–	0.09%	207
2024 Q4	$270K	Buy	17,887 +3,514	+24%	+$53K	0.09%	208
2024 Q3	$209K	Buy	14,373 +615	+4%	+$9.23K	0.07%	237
2024 Q2	$211K	Buy	13,758 +2,705	+24%	+$43.3K	0.07%	230
2024 Q1	$170K	Buy	+11,053	New	+$166K	0.06%	257
2022 Q1	–	Sell	-6,759	Closed	-$96K	–	674
2021 Q4	$96K	Sell	6,759 -1,127	-14%	-$16.1K	0.04%	322
2021 Q3	$111K	Buy	+7,886	New	+$114K	0.05%	291
2021 Q2	–	Sell	-725	Closed	-$10K	–	558
2021 Q1	$10K	Buy	+725	New	+$9.87K	0.01%	566

Other funds holding OBDC

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

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Total Clarity Wealth Management's OBDC Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of Blue Owl Capital (OBDC) in Q2 2025, closing a stake of 17,887 shares — an estimated $270K sold.

Total Clarity Wealth Management first reported a position in OBDC in Q1 2021 and held it in 8 quarters. The position peaked at $270K in Q1 2025. 440 funds tracked by Wall St. Rank hold OBDC as of Q2 2025.

Total Clarity Wealth Management reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 17,887 Blue Owl Capital shares in Q2 2025, an estimated $270K.
Total Clarity Wealth Management first reported a position in Blue Owl Capital in Q1 2021 and held it in 8 quarters.
Total Clarity Wealth Management's Blue Owl Capital position peaked at $270K in Q1 2025.
440 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.