VWA
OBDC icon

VSM Wealth Advisory’s Blue Owl Capital OBDC Stock Holding History

VSM Wealth Advisory’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
Q2 		$15.3K Hold
1,405
– – ﹤0.01% 327
2026
Q1 		$15.5K Buy
1,405
+40
+3% +$470 ﹤0.01% 319
2025
Q4 		$17K Buy
1,365
+155
+13% +$1.97K 0.01% 277
2025
Q3 		$15.5K Buy
1,210
+86
+8% +$1.22K ﹤0.01% 303
2025
Q2 		$16.1K Buy
1,124
+83
+8% +$1.18K 0.01% 334
2025
Q1 		$15.3K Buy
1,041
+981
+1,635% +$14.7K 0.01% 301
2024
Q4 		$907 Buy
+60
New +$904 ﹤0.01% 448

Other funds holding OBDC

SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VSM Wealth Advisory's OBDC Position: Q2 2026 in Review

VSM Wealth Advisory held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 1,405 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

VSM Wealth Advisory first reported a position in OBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $17K in Q4 2025. 426 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • VSM Wealth Advisory held 1,405 shares of Blue Owl Capital worth $15.3K as of Q2 2026.
  • VSM Wealth Advisory left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #327 holding.
  • VSM Wealth Advisory first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Blue Owl Capital position peaked at $17K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.