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 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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

SONJCPFA

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

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

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

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAM

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

United Advisor Group's OBDC Position: Q1 2026 in Review

United Advisor Group increased its Blue Owl Capital (OBDC) stake by 0.12% in Q1 2026, buying an estimated $293 and bringing the position to 20,805 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #459.

United Advisor Group first reported a position in OBDC in Q1 2024 and has held it in 9 quarters since. The position peaked at $434K in Q1 2024. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

United Advisor Group held 20,805 shares of Blue Owl Capital worth $230K as of Q1 2026.
United Advisor Group bought 25 Blue Owl Capital shares in Q1 2026, an estimated $293.
Blue Owl Capital made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #459 holding.
United Advisor Group first reported a position in Blue Owl Capital in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Blue Owl Capital position peaked at $434K in Q1 2024.
458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.