United Advisor Group’s Blue Owl Capital OBDC Stock Holding History

United Advisor Group’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	$165K	Sell	15,770 -5,035	-24%	-$56K	0.02%	552
2026 Q2	$226K	Hold	20,805	–	–	0.02%	490
2026 Q1	$230K	Buy	20,805 +25	+0.1%	+$293	0.03%	459
2025 Q4	$258K	Sell	20,780 -6,636	-24%	-$84.4K	0.03%	409
2025 Q3	$350K	Sell	27,416 -232	-0.8%	-$3.3K	0.05%	332
2025 Q2	$396K	Buy	27,648 +609	+2%	+$8.65K	0.07%	265
2025 Q1	$396K	Buy	27,039 +183	+0.7%	+$2.75K	0.08%	223
2024 Q4	$406K	Sell	26,856 -1,344	-5%	-$20.3K	0.08%	233
2024 Q3	$411K	Hold	28,200	–	–	0.09%	221
2024 Q2	$433K	Hold	28,200	–	–	0.13%	151
2024 Q1	$434K	Buy	+28,200	New	+$424K	0.16%	130

Other funds holding OBDC

State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Robert Wood Johnson Foundation Princeton, New Jersey $47.4M AUM 19.88% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

United Advisor Group's OBDC Position: Q3 2026 in Review

United Advisor Group reduced its Blue Owl Capital (OBDC) stake by 24% in Q3 2026, selling an estimated $56K and leaving 15,770 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #552.

United Advisor Group first reported a position in OBDC in Q1 2024 and has held it in 11 quarters since. The position peaked at $434K in Q1 2024. 210 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

United Advisor Group held 15,770 shares of Blue Owl Capital worth $165K as of Q3 2026.
United Advisor Group sold 5,035 Blue Owl Capital shares in Q3 2026, an estimated $56K.
Blue Owl Capital made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #552 holding.
United Advisor Group first reported a position in Blue Owl Capital in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Blue Owl Capital position peaked at $434K in Q1 2024.
210 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.