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Visionary Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

Visionary Wealth Advisors’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 		$352K Sell
31,829
-145
-0.5% -$1.7K 0.02% 484
2025
Q4 		$397K Sell
31,974
-1,110
-3% -$14.1K 0.02% 438
2025
Q3 		$422K Sell
33,084
-232
-0.7% -$3.3K 0.02% 424
2025
Q2 		$478K Sell
33,316
-2,921
-8% -$41.5K 0.02% 370
2025
Q1 		$531K Buy
36,237
+609
+2% +$9.15K 0.03% 340
2024
Q4 		$539K Buy
35,628
+7,710
+28% +$116K 0.03% 340
2024
Q3 		$407K Buy
27,918
+2,382
+9% +$35.8K 0.02% 375
2024
Q2 		$392K Buy
25,536
+61
+0.2% +$975 0.03% 365
2024
Q1 		$392K Hold
25,475
– – 0.03% 364
2023
Q4 		$376K Sell
25,475
-500
-2% -$7.11K 0.03% 359
2023
Q3 		$360K Sell
25,975
-2,477
-9% -$34.2K 0.03% 343
2023
Q2 		$382K Sell
28,452
-1,215
-4% -$15.9K 0.03% 329
2023
Q1 		$374K Buy
29,667
+252
+0.9% +$3.24K 0.03% 315
2022
Q4 		$340K Sell
29,415
-2,815
-9% -$33.8K 0.03% 298
2022
Q3 		$334K Buy
32,230
+2,925
+10% +$37.2K 0.03% 276
2022
Q2 		$361K Buy
29,305
+1,755
+6% +$24K 0.03% 293
2022
Q1 		$407K Buy
27,550
+5,140
+23% +$75.3K 0.03% 284
2021
Q4 		$317K Buy
22,410
+1,000
+5% +$14.3K 0.03% 286
2021
Q3 		$302K Buy
+21,410
New +$310K 0.03% 248

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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

Visionary Wealth Advisors's OBDC Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Blue Owl Capital (OBDC) stake by 0.45% in Q1 2026, selling an estimated $1.7K and leaving 31,829 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #484.

Visionary Wealth Advisors first reported a position in OBDC in Q3 2021 and has held it in 19 quarters since. The position peaked at $539K in Q4 2024. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Visionary Wealth Advisors held 31,829 shares of Blue Owl Capital worth $352K as of Q1 2026.
  • Visionary Wealth Advisors sold 145 Blue Owl Capital shares in Q1 2026, an estimated $1.7K.
  • Blue Owl Capital made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #484 holding.
  • Visionary Wealth Advisors first reported a position in Blue Owl Capital in Q3 2021 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's Blue Owl Capital position peaked at $539K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.